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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 | $51,028 | $47,479+7.5% | $62,929-18.9% | $82,448-38.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.40% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $4,024 | $1,885+113.4% | $2,505+60.6% | $2,551+57.7% |
| Participant deferral / active EE | $2,294 | $2,870-20.1% | $3,888-41.0% | $4,139-44.6% |
| Admin fee / account holder | $204 | $3,804-94.6% | $5,065-96.0% | $7,234-97.2% |