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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 | $5,942 | $29,716-80.0% | $56,077-89.4% | $80,925-92.7% |
| Participation rate | 90.9% | 41.7%+49.2pp | 52.5%+38.4pp | 67.7%+23.3pp |
| Annual return | 8.74% | 35.30%-26.6pp | 1709.28%-1700.5pp | 35.65%-26.9pp |
| Employer contribution / active EE | $455 | $671-32.3% | $1,040-56.3% | $2,756-83.5% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $144 | $2,432-94.1% | $2,825-94.9% | $6,940-97.9% |