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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 | $36,119 | $149,679-75.9% | $117,039-69.1% | $147,586-75.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.35% | 19.31%-19.0pp | 18.95%-18.6pp | 578.59%-578.2pp |
| Employer contribution / active EE | $15,126 | $4,937+206.4% | $3,785+299.7% | $4,876+210.2% |
| Participant deferral / active EE | $12,000 | $4,912+144.3% | $3,929+205.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |