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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 | $17,880 | $159,934-88.8% | $147,005-87.8% | $145,959-87.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 6.16% | 98.24%-92.1pp | 418.76%-412.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,622 | $5,287-50.4% | $4,934-46.9% | $4,661-43.7% |
| Participant deferral / active EE | $3,665 | $8,427-56.5% | $8,070-54.6% | $6,689-45.2% |
| Admin fee / account holder | $217 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |