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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 | $31,349 | $100,938-68.9% | $90,461-65.3% | $158,982-80.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 2.27% | 1727.20%-1724.9pp | 1294.76%-1292.5pp | 302.99%-300.7pp |
| Employer contribution / active EE | $3,358 | $3,691-9.0% | $3,264+2.9% | $4,763-29.5% |
| Participant deferral / active EE | $4,446 | $4,350+2.2% | $3,964+12.2% | $5,983-25.7% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |