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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 | $30,526 | $211,288-85.6% | $178,540-82.9% | $145,884-79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.92% | 30.27%-25.3pp | 27.15%-22.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $7,386 | $4,574+61.5% | $3,953+86.9% | $4,662+58.4% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $194 | $12,105-98.4% | $10,424-98.1% | $13,392-98.6% |