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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 | $26,771 | $175,257-84.7% | $149,717-82.1% | $139,456-80.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 6.26% | 166.70%-160.4pp | 134.41%-128.1pp | 373.45%-367.2pp |
| Employer contribution / active EE | $2,562 | $5,477-53.2% | $4,820-46.8% | $4,753-46.1% |
| Participant deferral / active EE | $3,914 | $6,521-40.0% | $5,682-31.1% | $6,711-41.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |