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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 | $48,914 | $165,381-70.4% | $149,730-67.3% | $158,966-69.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.75% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.2pp |
| Employer contribution / active EE | $1,831 | $5,104-64.1% | $4,645-60.6% | $4,762-61.5% |
| Participant deferral / active EE | $9,213 | $7,182+28.3% | $6,843+34.6% | $5,983+54.0% |
| Admin fee / account holder | $130 | $10,809-98.8% | $9,310-98.6% | $11,250-98.8% |