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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 | $44,492 | $114,237-61.1% | $119,258-62.7% | $167,518-73.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 2.82% | 29.87%-27.0pp | 30.69%-27.9pp | 478.71%-475.9pp |
| Employer contribution / active EE | $22,316 | $4,481+398.0% | $4,384+409.0% | $4,838+361.2% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,342-100.0% |
| Admin fee / account holder | $105 | $8,932-98.8% | $7,226-98.6% | $12,312-99.1% |