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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 | $19,918 | $110,410-82.0% | $102,437-80.6% | $145,897-86.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,387 | $5,622+31.4% | $5,060+46.0% | $6,689+10.4% |
| Admin fee / account holder | $95 | $9,745-99.0% | $8,388-98.9% | $13,390-99.3% |