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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 | $14,309 | $109,908-87.0% | $97,161-85.3% | $145,978-90.2% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.5pp | 80.3%+14.9pp |
| Annual return | 7.15% | 243.80%-236.6pp | 75.36%-68.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,463 | $3,077-52.4% | $2,723-46.3% | $4,662-68.6% |
| Participant deferral / active EE | $3,871 | $4,679-17.3% | $4,265-9.2% | $6,690-42.1% |
| Admin fee / account holder | $108 | $6,213-98.3% | $5,647-98.1% | $13,400-99.2% |