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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 | $56,133 | $89,370-37.2% | $141,197-60.2% | $72,976-23.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.55% | 111.88%-100.3pp | 71.41%-59.9pp | 81.02%-69.5pp |
| Employer contribution / active EE | $3,164 | $3,115+1.6% | $4,736-33.2% | $2,440+29.7% |
| Participant deferral / active EE | $3,488 | $5,419-35.6% | $6,710-48.0% | $3,608-3.3% |
| Admin fee / account holder | $249 | $5,957-95.8% | $10,265-97.6% | $5,124-95.1% |