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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 | $28,426 | $124,336-77.1% | $111,303-74.5% | $167,518-83.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.11% | 37.45%-37.3pp | 54.66%-54.5pp | 478.71%-478.6pp |
| Employer contribution / active EE | $1,709 | $3,436-50.3% | $2,731-37.4% | $4,838-64.7% |
| Participant deferral / active EE | $7,750 | $5,181+49.6% | $4,487+72.7% | $6,342+22.2% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |