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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 | $95,889 | $91,194+5.1% | $178,486-46.3% | $79,860+20.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1.75% | 24.19%-22.4pp | 151.08%-149.3pp | 31.72%-30.0pp |
| Employer contribution / active EE | $9,172 | $3,256+181.7% | $5,011+83.0% | $2,471+271.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,985-100.0% | $5,306-100.0% |