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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 | $33,804 | $91,037-62.9% | $71,671-52.8% | $147,586-77.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.52% | 20.48%-16.0pp | 20.65%-16.1pp | 578.59%-574.1pp |
| Employer contribution / active EE | $14,848 | $3,327+346.2% | $2,460+503.6% | $4,876+204.5% |
| Participant deferral / active EE | $2,096 | $4,498-53.4% | $3,438-39.0% | $5,439-61.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |