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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 | $24,944 | $39,028-36.1% | $80,741-69.1% | $85,847-70.9% |
| Participation rate | 81.5% | 41.6%+39.9pp | 54.2%+27.3pp | 69.3%+12.2pp |
| Annual return | 8.99% | 26.31%-17.3pp | 87.30%-78.3pp | 318.61%-309.6pp |
| Employer contribution / active EE | $646 | $722-10.6% | $1,160-44.4% | $2,565-74.8% |
| Participant deferral / active EE | $2,739 | $1,326+106.6% | $2,145+27.7% | $3,952-30.7% |
| Admin fee / account holder | $169 | $2,429-93.0% | $3,380-95.0% | $6,261-97.3% |