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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 | $60,836 | $102,938-40.9% | $94,105-35.4% | $138,895-56.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 3.30% | 250.28%-247.0pp | 204.55%-201.3pp | 145.39%-142.1pp |
| Employer contribution / active EE | $1,538 | $2,732-43.7% | $2,504-38.6% | $4,194-63.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |