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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 | $51,237 | $223,823-77.1% | $211,142-75.7% | $154,746-66.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 3.87% | 50.39%-46.5pp | 46.84%-43.0pp | 172.34%-168.5pp |
| Employer contribution / active EE | $13,430 | $6,787+97.9% | $6,442+108.5% | $4,379+206.7% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $264 | $19,707-98.7% | $19,076-98.6% | $14,365-98.2% |