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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 | $48,588 | $110,410-56.0% | $102,437-52.6% | $145,897-66.7% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 8.83% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,439 | $4,217-65.9% | $3,871-62.8% | $4,663-69.1% |
| Participant deferral / active EE | $5,144 | $5,622-8.5% | $5,060+1.7% | $6,689-23.1% |
| Admin fee / account holder | $293 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |