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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 | $38,538 | $154,193-75.0% | $130,045-70.4% | $139,466-72.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.40% | 32.51%-26.1pp | -137.30%+143.7pp | 373.66%-367.3pp |
| Employer contribution / active EE | $4,391 | $5,292-17.0% | $4,321+1.6% | $4,754-7.6% |
| Participant deferral / active EE | $5,435 | $6,709-19.0% | $5,820-6.6% | $6,712-19.0% |
| Admin fee / account holder | $245 | $13,989-98.2% | $10,600-97.7% | $11,409-97.9% |