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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 | $176,077-76.0% | $159,455-73.5% | $167,518-74.8% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 7.09% | 331.83%-324.7pp | 263.63%-256.5pp | 478.71%-471.6pp |
| Employer contribution / active EE | $1,918 | $5,298-63.8% | $4,830-60.3% | $4,838-60.4% |
| Participant deferral / active EE | $4,418 | $7,751-43.0% | $7,353-39.9% | $6,342-30.3% |
| Admin fee / account holder | $90 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |