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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 | $54,622 | $103,392-47.2% | $87,104-37.3% | $152,897-64.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 5.01% | 28.10%-23.1pp | 28.19%-23.2pp | 345.43%-340.4pp |
| Employer contribution / active EE | $14,097 | $3,221+337.7% | $2,521+459.1% | $4,764+195.9% |
| Participant deferral / active EE | $6,333 | $4,778+32.5% | $4,048+56.4% | $5,851+8.2% |
| Admin fee / account holder | $80 | $12,194-99.3% | $7,491-98.9% | $11,599-99.3% |