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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 | $22,308 | $127,296-82.5% | $109,907-79.7% | $167,536-86.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 4.92% | 22.97%-18.1pp | 29.46%-24.5pp | 478.82%-473.9pp |
| Employer contribution / active EE | $4,566 | $3,325+37.3% | $2,844+60.6% | $4,839-5.6% |
| Participant deferral / active EE | $5,707 | $4,513+26.5% | $4,047+41.0% | $6,342-10.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |