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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 | $102,687 | $118,869-13.6% | $96,575+6.3% | $167,518-38.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.40% | 50.49%-45.1pp | 37.79%-32.4pp | 478.71%-473.3pp |
| Employer contribution / active EE | $2,060 | $3,120-34.0% | $2,357-12.6% | $4,838-57.4% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |