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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 | $27,348 | $104,937-73.9% | $84,628-67.7% | $152,897-82.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.28% | 373.88%-364.6pp | 258.80%-249.5pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,143 | $3,303-65.4% | $2,653-56.9% | $4,764-76.0% |
| Participant deferral / active EE | $6,887 | $4,690+46.8% | $3,900+76.6% | $5,851+17.7% |
| Admin fee / account holder | $204 | $6,243-96.7% | $4,914-95.8% | $11,599-98.2% |