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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 | $62,214 | $78,707-21.0% | $117,861-47.2% | $70,126-11.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.70% | 23.30%-11.6pp | 335.11%-323.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $14,317 | $2,223+543.9% | $3,786+278.1% | $2,343+511.2% |
| Participant deferral / active EE | $1,567 | $3,297-52.5% | $4,482-65.0% | $3,332-53.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |