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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 | $31,959 | $97,765-67.3% | $103,486-69.1% | $145,884-78.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 25.44%-16.3pp | 23.93%-14.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,335 | $4,687-50.2% | $4,679-50.1% | $4,662-49.9% |
| Participant deferral / active EE | $6,975 | $6,606+5.6% | $6,628+5.2% | $6,690+4.3% |
| Admin fee / account holder | $118 | $12,505-99.1% | $9,354-98.7% | $13,392-99.1% |