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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 | $50,554+0.9% | $67,681-24.6% | $87,485-41.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.40% | 17.81%-7.4pp | 590.58%-580.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $4,024 | $1,988+102.3% | $2,678+50.2% | $2,596+55.0% |
| Participant deferral / active EE | $2,294 | $2,961-22.5% | $3,976-42.3% | $4,274-46.3% |
| Admin fee / account holder | $204 | $4,132-95.1% | $6,100-96.6% | $7,775-97.4% |