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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 | $55,710 | $129,737-57.1% | $119,126-53.2% | $154,746-64.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 5.11% | 379.08%-374.0pp | 282.11%-277.0pp | 172.34%-167.2pp |
| Employer contribution / active EE | $16,667 | $4,375+281.0% | $4,034+313.2% | $4,379+280.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $71 | $11,961-99.4% | $10,693-99.3% | $14,365-99.5% |