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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 | $25,490 | $71,809-64.5% | $61,048-58.2% | $152,909-83.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 4.99% | 29.74%-24.8pp | 26.18%-21.2pp | 345.46%-340.5pp |
| Employer contribution / active EE | $3,521 | $4,545-22.5% | $3,716-5.2% | $4,764-26.1% |
| Participant deferral / active EE | $3,382 | $5,467-38.1% | $4,470-24.3% | $5,851-42.2% |
| Admin fee / account holder | $181 | $4,750-96.2% | $3,728-95.2% | $11,601-98.4% |