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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 | $21,523 | $66,402-67.6% | $109,907-80.4% | $85,847-74.9% |
| Participation rate | 96.5% | 63.9%+32.6pp | 74.2%+22.3pp | 69.3%+27.2pp |
| Annual return | 0.07% | 19.59%-19.5pp | 29.46%-29.4pp | 318.61%-318.5pp |
| Employer contribution / active EE | $11,548 | $1,687+584.4% | $2,844+306.1% | $2,565+350.2% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,069-100.0% | $6,261-100.0% |