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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 | $48,667 | $110,212-55.8% | $96,534-49.6% | $139,466-65.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 9.23% | 26.42%-17.2pp | 25.88%-16.7pp | 373.66%-364.4pp |
| Employer contribution / active EE | $1,034 | $3,620-71.5% | $2,965-65.1% | $4,754-78.3% |
| Participant deferral / active EE | $8,809 | $5,547+58.8% | $4,851+81.6% | $6,712+31.2% |
| Admin fee / account holder | $135 | $11,599-98.8% | $8,253-98.4% | $11,409-98.8% |