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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 | $61,125-79.8% | $94,057-86.9% | $87,485-85.9% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.3%+23.2pp | 68.9%+27.6pp |
| Annual return | 3.63% | 35.20%-31.6pp | 480.62%-477.0pp | 26.06%-22.4pp |
| Employer contribution / active EE | $430 | $2,136-79.9% | $2,933-85.3% | $2,596-83.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $59 | $5,629-98.9% | $7,244-99.2% | $7,775-99.2% |