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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 | $34,502 | $63,346-45.5% | $92,240-62.6% | $70,126-50.8% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 3.35% | 530.19%-526.8pp | 176.29%-172.9pp | 73.15%-69.8pp |
| Employer contribution / active EE | $2,302 | $2,471-6.9% | $3,680-37.4% | $2,343-1.7% |
| Participant deferral / active EE | $2,421 | $2,854-15.2% | $3,897-37.9% | $3,332-27.3% |
| Admin fee / account holder | $238 | $3,841-93.8% | $5,194-95.4% | $4,645-94.9% |