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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 | $16,269 | $101,063-83.9% | $81,473-80.0% | $147,586-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.19% | 32.41%-28.2pp | 38.78%-34.6pp | 578.59%-574.4pp |
| Employer contribution / active EE | $5,525 | $3,206+72.4% | $2,568+115.1% | $4,876+13.3% |
| Participant deferral / active EE | $2,391 | $4,242-43.6% | $3,537-32.4% | $5,439-56.0% |
| Admin fee / account holder | $168 | $5,812-97.1% | $4,561-96.3% | $10,886-98.5% |