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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 | $65,571 | $48,364+35.6% | $71,796-8.7% | $62,881+4.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.03% | 13.16%-9.1pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,000 | $1,042-4.0% | $1,924-48.0% | $2,281-56.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $83 | $3,771-97.8% | $4,815-98.3% | $4,296-98.1% |