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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 | $174,379-78.5% | $152,093-75.4% | $138,895-73.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.26% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $995 | $4,652-78.6% | $4,175-76.2% | $4,194-76.3% |
| Participant deferral / active EE | $2,925 | $6,159-52.5% | $5,451-46.3% | $6,396-54.3% |
| Admin fee / account holder | $25 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |