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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 | $42,734 | $117,895-63.8% | $102,460-58.3% | $145,897-70.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.17% | 31.92%-24.8pp | 29.47%-22.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,902 | $3,619-47.4% | $3,025-37.1% | $4,663-59.2% |
| Participant deferral / active EE | $1,791 | $5,736-68.8% | $5,056-64.6% | $6,689-73.2% |
| Admin fee / account holder | $253 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |