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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 | $56,670 | $70,684-19.8% | $169,397-66.5% | $75,177-24.6% |
| Participation rate | 97.4% | 64.8%+32.6pp | 77.2%+20.2pp | 67.2%+30.2pp |
| Annual return | 7.07% | 36.38%-29.3pp | 406.23%-399.2pp | 160.75%-153.7pp |
| Employer contribution / active EE | $2,959 | $2,211+33.8% | $4,013-26.3% | $2,671+10.8% |
| Participant deferral / active EE | $4,597 | $4,310+6.7% | $6,223-26.1% | $4,126+11.4% |
| Admin fee / account holder | $42 | $5,404-99.2% | $9,017-99.5% | $5,651-99.3% |