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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 | $81,157 | $142,426-43.0% | $115,167-29.5% | $152,909-46.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 3.25% | 41.48%-38.2pp | 35.60%-32.4pp | 345.46%-342.2pp |
| Employer contribution / active EE | $1,694 | $4,011-57.8% | $3,179-46.7% | $4,764-64.4% |
| Participant deferral / active EE | $8,333 | $5,165+61.4% | $4,169+99.9% | $5,851+42.4% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |