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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 | $9,638 | $169,336-94.3% | $129,384-92.6% | $145,884-93.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 5.33% | 14408.70%-14403.4pp | 9461.77%-9456.4pp | 551.85%-546.5pp |
| Employer contribution / active EE | $1,276 | $5,540-77.0% | $4,153-69.3% | $4,662-72.6% |
| Participant deferral / active EE | $1,276 | $4,985-74.4% | $4,166-69.4% | $6,690-80.9% |
| Admin fee / account holder | $70 | $9,912-99.3% | $7,686-99.1% | $13,392-99.5% |