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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 | $46,303 | $175,231-73.6% | $149,696-69.1% | $139,466-66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.66% | 166.77%-159.1pp | 134.46%-126.8pp | 373.66%-366.0pp |
| Employer contribution / active EE | $1,732 | $5,478-68.4% | $4,821-64.1% | $4,754-63.6% |
| Participant deferral / active EE | $2,937 | $6,521-55.0% | $5,682-48.3% | $6,712-56.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |