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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,578 | $60,128-70.8% | $90,440-80.6% | $79,852-78.0% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.1pp |
| Annual return | 6.34% | 71.95%-65.6pp | 1294.38%-1288.0pp | 31.72%-25.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,719 | $2,939-7.5% | $3,964-31.4% | $3,740-27.3% |
| Admin fee / account holder | $19 | $3,977-99.5% | $5,615-99.7% | $5,306-99.6% |