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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 | $63,993 | $110,379-42.0% | $102,412-37.5% | $145,884-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.54% | 24.84%-21.3pp | 24.94%-21.4pp | 551.85%-548.3pp |
| Employer contribution / active EE | $15,423 | $4,216+265.8% | $3,870+298.5% | $4,662+230.8% |
| Participant deferral / active EE | $8,405 | $5,622+49.5% | $5,060+66.1% | $6,690+25.6% |
| Admin fee / account holder | $231 | $9,745-97.6% | $8,388-97.2% | $13,392-98.3% |