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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 | $48,127 | $154,228-68.8% | $145,433-66.9% | $137,256-64.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.83% | 74.59%-63.8pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,042 | $4,804-36.7% | $4,554-33.2% | $4,156-26.8% |
| Participant deferral / active EE | $3,061 | $8,216-62.7% | $7,897-61.2% | $6,407-52.2% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |