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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 | $16,731 | $106,247-84.3% | $96,515-82.7% | $139,466-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.04% | 38.47%-30.4pp | 35.73%-27.7pp | 373.66%-365.6pp |
| Employer contribution / active EE | $3,225 | $4,106-21.5% | $3,740-13.8% | $4,754-32.2% |
| Participant deferral / active EE | $4,014 | $5,456-26.4% | $4,880-17.7% | $6,712-40.2% |
| Admin fee / account holder | $104 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |