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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 | $38,888 | $175,259-77.8% | $149,723-74.0% | $139,487-72.1% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 5.45% | 166.82%-161.4pp | 134.50%-129.0pp | 373.84%-368.4pp |
| Employer contribution / active EE | $1,154 | $5,478-78.9% | $4,821-76.1% | $4,755-75.7% |
| Participant deferral / active EE | $2,600 | $6,522-60.1% | $5,682-54.2% | $6,713-61.3% |
| Admin fee / account holder | $15 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |