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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 | $32,947 | $53,128-38.0% | $86,582-61.9% | $70,126-53.0% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.1pp | 69.5%+20.1pp |
| Annual return | 11.91% | 27.66%-15.8pp | 965.08%-953.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $2,839-83.6% | $2,343-80.1% |
| Participant deferral / active EE | $1,868 | $2,695-30.7% | $3,609-48.2% | $3,332-43.9% |
| Admin fee / account holder | $63 | $3,584-98.2% | $4,904-98.7% | $4,645-98.6% |