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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 | $37,142 | $98,766-62.4% | $149,730-75.2% | $79,852-53.5% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 7.92% | 27.43%-19.5pp | 276.70%-268.8pp | 31.72%-23.8pp |
| Employer contribution / active EE | $800 | $3,217-75.1% | $4,645-82.8% | $2,471-67.6% |
| Participant deferral / active EE | $2,556 | $5,681-55.0% | $6,843-62.6% | $3,740-31.7% |
| Admin fee / account holder | $6 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |