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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 | $31,023 | $115,814-73.2% | $101,275-69.4% | $158,982-80.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 6.52% | 56.16%-49.6pp | 46.48%-40.0pp | 302.99%-296.5pp |
| Employer contribution / active EE | $1,738 | $4,176-58.4% | $3,660-52.5% | $4,763-63.5% |
| Participant deferral / active EE | $1,738 | $4,958-65.0% | $4,371-60.2% | $5,983-71.0% |
| Admin fee / account holder | $8 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |