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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 | $47,905 | $176,838-72.9% | $146,685-67.3% | $167,518-71.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 6.86% | 24.04%-17.2pp | 22.75%-15.9pp | 478.71%-471.8pp |
| Employer contribution / active EE | $15,109 | $5,161+192.7% | $4,137+265.2% | $4,838+212.3% |
| Participant deferral / active EE | $3,342 | $6,441-48.1% | $5,507-39.3% | $6,342-47.3% |
| Admin fee / account holder | $147 | $13,262-98.9% | $10,281-98.6% | $12,312-98.8% |