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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 | $37,440 | $172,111-78.2% | $150,298-75.1% | $137,256-72.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.26% | 69.37%-61.1pp | 62.79%-54.5pp | 220.34%-212.1pp |
| Employer contribution / active EE | $995 | $4,636-78.5% | $4,154-76.0% | $4,156-76.1% |
| Participant deferral / active EE | $2,925 | $6,166-52.6% | $5,453-46.4% | $6,407-54.3% |
| Admin fee / account holder | $25 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |