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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 | $42,236 | $176,105-76.0% | $159,474-73.5% | $167,536-74.8% |
| Participation rate | 70.6% | 85.0%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 7.09% | 331.91%-324.8pp | 263.68%-256.6pp | 478.82%-471.7pp |
| Employer contribution / active EE | $1,918 | $5,299-63.8% | $4,831-60.3% | $4,839-60.4% |
| Participant deferral / active EE | $4,418 | $7,751-43.0% | $7,353-39.9% | $6,342-30.3% |
| Admin fee / account holder | $90 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |