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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 | $50,170 | $104,251-51.9% | $91,004-44.9% | $147,586-66.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 7.30% | 27.06%-19.8pp | 4.60%+2.7pp | 578.59%-571.3pp |
| Employer contribution / active EE | $1,127 | $3,116-63.8% | $2,456-54.1% | $4,876-76.9% |
| Participant deferral / active EE | $8,049 | $4,195+91.9% | $3,548+126.9% | $5,439+48.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |