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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 | $14,293 | $100,073-85.7% | $85,126-83.2% | $145,877-90.2% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 0.44% | 84.11%-83.7pp | 66.63%-66.2pp | 551.28%-550.8pp |
| Employer contribution / active EE | $1,387 | $3,236-57.2% | $2,731-49.2% | $4,663-70.3% |
| Participant deferral / active EE | $987 | $5,294-81.4% | $4,523-78.2% | $6,691-85.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |