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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 | $26,107 | $148,582-82.4% | $135,942-80.8% | $139,456-81.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.55% | 79.26%-73.7pp | 68.28%-62.7pp | 373.45%-367.9pp |
| Employer contribution / active EE | $2,457 | $5,245-53.2% | $4,858-49.4% | $4,753-48.3% |
| Participant deferral / active EE | $5,339 | $8,101-34.1% | $7,759-31.2% | $6,711-20.5% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |