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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 | $46,223 | $157,304-70.6% | $141,197-67.3% | $152,909-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.12% | 64.34%-56.2pp | 71.41%-63.3pp | 345.46%-337.3pp |
| Employer contribution / active EE | $2,633 | $5,263-50.0% | $4,736-44.4% | $4,764-44.7% |
| Participant deferral / active EE | $9,214 | $7,111+29.6% | $6,710+37.3% | $5,851+57.5% |
| Admin fee / account holder | $40 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |