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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 | $12,325 | $51,638-76.1% | $68,368-82.0% | $82,448-85.1% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 3.63% | 37.53%-33.9pp | 292.57%-288.9pp | 41.64%-38.0pp |
| Employer contribution / active EE | $430 | $2,047-79.0% | $2,649-83.8% | $2,551-83.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $59 | $4,643-98.7% | $5,150-98.8% | $7,234-99.2% |