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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 | $17,284 | $34,316-49.6% | $74,723-76.9% | $72,976-76.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 17.07% | 26.58%-9.5pp | 753.18%-736.1pp | 81.02%-63.9pp |
| Employer contribution / active EE | $3,096 | $692+347.5% | $1,084+185.6% | $2,440+26.9% |
| Participant deferral / active EE | $862 | $1,272-32.2% | $1,962-56.1% | $3,608-76.1% |
| Admin fee / account holder | $237 | $2,125-88.8% | $3,335-92.9% | $5,124-95.4% |