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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 | $35,467 | $27,936+27.0% | $58,561-39.4% | $75,173-52.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.29% | 44.21%-29.9pp | 4251.33%-4237.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $781 | $670+16.6% | $1,053-25.9% | $2,671-70.8% |
| Participant deferral / active EE | $2,204 | $1,202+83.4% | $1,923+14.6% | $4,126-46.6% |
| Admin fee / account holder | $293 | $1,727-83.0% | $2,520-88.4% | $5,651-94.8% |