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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 | $11,313 | $69,248-83.7% | $64,101-82.4% | $139,466-91.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.08% | 45.95%-35.9pp | 33.72%-23.6pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,478 | $3,185-53.6% | $2,749-46.2% | $4,754-68.9% |
| Participant deferral / active EE | $1,527 | $4,682-67.4% | $3,881-60.6% | $6,712-77.2% |
| Admin fee / account holder | $91 | $4,247-97.9% | $3,070-97.0% | $11,409-99.2% |