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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 | $39,643 | $102,547-61.3% | $78,210-49.3% | $147,585-73.1% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.7%+27.1pp | 82.8%+13.0pp |
| Annual return | 3.01% | 51.08%-48.1pp | 40.90%-37.9pp | 578.57%-575.6pp |
| Employer contribution / active EE | $4,167 | $2,617+59.2% | $2,034+104.9% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8 | $5,059-99.8% | $3,758-99.8% | $10,885-99.9% |