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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 | $43,693 | $102,385-57.3% | $147,080-70.3% | $80,935-46.0% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 7.29% | 135.09%-127.8pp | 420.17%-412.9pp | 35.66%-28.4pp |
| Employer contribution / active EE | $1,463 | $3,717-60.6% | $4,933-70.3% | $2,757-46.9% |
| Participant deferral / active EE | $3,932 | $6,651-40.9% | $8,066-51.3% | $4,299-8.6% |
| Admin fee / account holder | $82 | $7,951-99.0% | $12,989-99.4% | $6,924-98.8% |