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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 | $39,499 | $89,367-55.8% | $141,191-72.0% | $72,975-45.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.31% | 111.87%-96.6pp | 71.41%-56.1pp | 81.01%-65.7pp |
| Employer contribution / active EE | $2,696 | $3,115-13.4% | $4,736-43.1% | $2,440+10.5% |
| Participant deferral / active EE | $5,788 | $5,419+6.8% | $6,710-13.7% | $3,608+60.4% |
| Admin fee / account holder | $2 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |