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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 | $7,743 | $58,311-86.7% | $81,882-90.5% | $80,959-90.4% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.4%+13.8pp | 67.7%+18.5pp |
| Annual return | 9.81% | 41.85%-32.0pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $337 | $2,347-85.6% | $2,916-88.4% | $2,757-87.8% |
| Participant deferral / active EE | $2,180 | $3,287-33.7% | $4,323-49.6% | $4,300-49.3% |
| Admin fee / account holder | $229 | $4,752-95.2% | $7,360-96.9% | $6,925-96.7% |