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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 | $110,337-69.3% | $102,383-66.9% | $145,877-76.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 6.15% | 24.83%-18.7pp | 24.94%-18.8pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,933 | $4,216-54.1% | $3,870-50.0% | $4,663-58.5% |
| Participant deferral / active EE | $4,384 | $5,621-22.0% | $5,060-13.3% | $6,691-34.5% |
| Admin fee / account holder | $117 | $9,750-98.8% | $8,391-98.6% | $13,402-99.1% |