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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 | $59,711 | $217,432-72.5% | $185,851-67.9% | $167,553-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.50% | 148.43%-144.9pp | 122.11%-118.6pp | 478.89%-475.4pp |
| Employer contribution / active EE | $4,264 | $5,874-27.4% | $5,168-17.5% | $4,840-11.9% |
| Participant deferral / active EE | $4,117 | $6,357-35.2% | $5,569-26.1% | $6,343-35.1% |
| Admin fee / account holder | $145 | $19,820-99.3% | $16,245-99.1% | $12,316-98.8% |