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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 | $20,256 | $60,128-66.3% | $90,440-77.6% | $79,852-74.6% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 3.93% | 71.95%-68.0pp | 1294.38%-1290.5pp | 31.72%-27.8pp |
| Employer contribution / active EE | $1,540 | $2,068-25.6% | $3,263-52.8% | $2,471-37.7% |
| Participant deferral / active EE | $2,513 | $2,939-14.5% | $3,964-36.6% | $3,740-32.8% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |