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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 | $21,291 | $117,829-81.9% | $102,423-79.2% | $145,877-85.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.25% | 31.83%-23.6pp | 29.42%-21.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $3,342 | $3,615-7.5% | $3,023+10.6% | $4,663-28.3% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $151 | $13,335-98.9% | $9,455-98.4% | $13,402-98.9% |