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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 | $49,506 | $100,073-50.5% | $85,126-41.8% | $145,877-66.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 7.21% | 84.11%-76.9pp | 66.63%-59.4pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,516 | $3,236-53.1% | $2,731-44.5% | $4,663-67.5% |
| Participant deferral / active EE | $8,591 | $5,294+62.3% | $4,523+89.9% | $6,691+28.4% |
| Admin fee / account holder | $20 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |