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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 | $32,080 | $99,994-67.9% | $146,643-78.1% | $85,847-62.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.49% | 18.93%-8.4pp | 22.75%-12.3pp | 318.61%-308.1pp |
| Employer contribution / active EE | $4,318 | $2,559+68.7% | $4,137+4.4% | $2,565+68.3% |
| Participant deferral / active EE | $4,837 | $4,006+20.7% | $5,506-12.2% | $3,952+22.4% |
| Admin fee / account holder | $263 | $7,703-96.6% | $10,280-97.4% | $6,261-95.8% |