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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 | $22,432 | $49,199-54.4% | $121,204-81.5% | $75,173-70.2% |
| Participation rate | 81.2% | 55.4%+25.7pp | 69.5%+11.6pp | 67.2%+14.0pp |
| Annual return | 12.77% | 56.04%-43.3pp | 987.18%-974.4pp | 160.72%-147.9pp |
| Employer contribution / active EE | $897 | $1,547-42.1% | $4,170-78.5% | $2,671-66.4% |
| Participant deferral / active EE | $3,621 | $2,630+37.7% | $4,083-11.3% | $4,126-12.2% |
| Admin fee / account holder | $262 | $3,946-93.4% | $5,651-95.4% | $5,651-95.4% |