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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 | $33,887 | $110,410-69.3% | $102,437-66.9% | $145,897-76.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.15% | 24.85%-18.7pp | 24.95%-18.8pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,933 | $4,217-54.2% | $3,871-50.0% | $4,663-58.5% |
| Participant deferral / active EE | $4,384 | $5,622-22.0% | $5,060-13.4% | $6,689-34.5% |
| Admin fee / account holder | $117 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |