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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 | $51,645 | $148,629-65.3% | $135,982-62.0% | $139,487-63.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.17% | 79.33%-71.2pp | 68.32%-60.2pp | 373.84%-365.7pp |
| Employer contribution / active EE | $1,703 | $5,247-67.5% | $4,859-65.0% | $4,755-64.2% |
| Participant deferral / active EE | $6,937 | $8,102-14.4% | $7,760-10.6% | $6,713+3.3% |
| Admin fee / account holder | $159 | $12,406-98.7% | $10,767-98.5% | $11,407-98.6% |