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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 | $49,090 | $85,766-42.8% | $136,298-64.0% | $70,126-30.0% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 9.64% | 31.46%-21.8pp | 5156.27%-5146.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,242 | $2,966-24.4% | $4,696-52.3% | $2,343-4.3% |
| Participant deferral / active EE | $4,678 | $5,051-7.4% | $6,247-25.1% | $3,332+40.4% |
| Admin fee / account holder | $223 | $5,421-95.9% | $9,244-97.6% | $4,645-95.2% |