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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 | $56,028 | $118,877-52.9% | $96,570-42.0% | $167,536-66.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.48% | 50.50%-48.0pp | 37.79%-35.3pp | 478.82%-476.3pp |
| Employer contribution / active EE | $17,862 | $3,121+472.4% | $2,357+657.8% | $4,839+269.1% |
| Participant deferral / active EE | $11,375 | $4,617+146.4% | $3,849+195.5% | $6,342+79.4% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |