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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 | $26,579 | $106,280-75.0% | $96,538-72.5% | $139,487-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.15% | 38.48%-36.3pp | 35.74%-33.6pp | 373.84%-371.7pp |
| Employer contribution / active EE | $9,292 | $4,107+126.2% | $3,740+148.4% | $4,755+95.4% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $78 | $7,888-99.0% | $6,737-98.8% | $11,407-99.3% |