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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 | $160,028-88.8% | $147,080-87.8% | $145,884-87.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 6.16% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $2,622 | $5,286-50.4% | $4,933-46.8% | $4,662-43.8% |
| Participant deferral / active EE | $3,665 | $8,422-56.5% | $8,066-54.6% | $6,690-45.2% |
| Admin fee / account holder | $217 | $15,030-98.6% | $12,989-98.3% | $13,392-98.4% |