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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 | $38,653 | $90,486-57.3% | $78,676-50.9% | $273,972-85.9% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 0.16% | 75.62%-75.5pp | 62.19%-62.0pp | 41.46%-41.3pp |
| Employer contribution / active EE | $86 | $3,175-97.3% | $2,850-97.0% | $4,869-98.2% |
| Participant deferral / active EE | $6,857 | $3,901+75.8% | $3,517+95.0% | $5,287+29.7% |
| Admin fee / account holder | $142 | $5,263-97.3% | $4,510-96.9% | $10,133-98.6% |