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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 | $18,315 | $48,053-61.9% | $84,623-78.4% | $72,983-74.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 11.09% | 37.39%-26.3pp | 258.77%-247.7pp | 81.01%-69.9pp |
| Employer contribution / active EE | $3,157 | $1,602+97.1% | $2,652+19.0% | $2,440+29.4% |
| Participant deferral / active EE | $1,702 | $2,681-36.5% | $3,899-56.4% | $3,608-52.8% |
| Admin fee / account holder | $277 | $3,395-91.8% | $4,913-94.4% | $5,124-94.6% |