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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 | $28,570 | $49,164-41.9% | $121,169-76.4% | $75,181-62.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.59% | 56.03%-43.4pp | 986.71%-974.1pp | 160.69%-148.1pp |
| Employer contribution / active EE | $1,494 | $1,546-3.4% | $4,168-64.2% | $2,671-44.1% |
| Participant deferral / active EE | $3,578 | $2,628+36.1% | $4,083-12.4% | $4,126-13.3% |
| Admin fee / account holder | $1 | $3,942-100.0% | $5,645-100.0% | $5,650-100.0% |