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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 | $32,997 | $110,337-70.1% | $102,383-67.8% | $145,877-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.60% | 24.83%-18.2pp | 24.94%-18.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $7,355 | $4,216+74.4% | $3,870+90.0% | $4,663+57.7% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $97 | $9,750-99.0% | $8,391-98.8% | $13,402-99.3% |