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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 | $54,451 | $172,111-68.4% | $150,298-63.8% | $137,256-60.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.17% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,125 | $4,636-75.7% | $4,154-72.9% | $4,156-72.9% |
| Participant deferral / active EE | $11,983 | $6,166+94.3% | $5,453+119.8% | $6,407+87.0% |
| Admin fee / account holder | $112 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |