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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 | $78,307 | $98,766-20.7% | $149,730-47.7% | $79,852-1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.34% | 27.43%-17.1pp | 276.70%-266.4pp | 31.72%-21.4pp |
| Employer contribution / active EE | $7,927 | $3,217+146.4% | $4,645+70.6% | $2,471+220.8% |
| Participant deferral / active EE | $3,662 | $5,681-35.5% | $6,843-46.5% | $3,740-2.1% |
| Admin fee / account holder | $161 | $6,052-97.3% | $9,310-98.3% | $5,306-97.0% |