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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 | $38,263 | $118,496-67.7% | $98,461-61.1% | $139,466-72.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.70% | 18.96%-14.3pp | 21.17%-16.5pp | 373.66%-369.0pp |
| Employer contribution / active EE | $9,836 | $3,611+172.4% | $3,049+222.7% | $4,754+106.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |