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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 | $35,404 | $157,304-77.5% | $141,197-74.9% | $152,909-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.28% | 64.34%-61.1pp | 71.41%-68.1pp | 345.46%-342.2pp |
| Employer contribution / active EE | $4,895 | $5,263-7.0% | $4,736+3.4% | $4,764+2.8% |
| Participant deferral / active EE | $5,740 | $7,111-19.3% | $6,710-14.5% | $5,851-1.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |