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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 | $42,535 | $157,296-73.0% | $141,191-69.9% | $152,897-72.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.59% | 64.34%-58.7pp | 71.41%-65.8pp | 345.43%-339.8pp |
| Employer contribution / active EE | $1,514 | $5,262-71.2% | $4,736-68.0% | $4,764-68.2% |
| Participant deferral / active EE | $3,230 | $7,111-54.6% | $6,710-51.9% | $5,851-44.8% |
| Admin fee / account holder | $127 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |