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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 | $22,749 | $110,379-79.4% | $102,412-77.8% | $145,884-84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.41% | 24.84%-24.4pp | 24.94%-24.5pp | 551.85%-551.4pp |
| Employer contribution / active EE | $2,931 | $4,216-30.5% | $3,870-24.3% | $4,662-37.1% |
| Participant deferral / active EE | $6,519 | $5,622+16.0% | $5,060+28.8% | $6,690-2.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |