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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 | $48,011+6.3% | $63,803-20.0% | $82,637-38.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.40% | 19.84%-9.4pp | 543.72%-533.3pp | 53.51%-43.1pp |
| Employer contribution / active EE | $4,024 | $1,904+111.4% | $2,532+58.9% | $2,552+57.7% |
| Participant deferral / active EE | $2,294 | $2,846-19.4% | $3,843-40.3% | $4,126-44.4% |
| Admin fee / account holder | $204 | $3,873-94.7% | $5,196-96.1% | $7,339-97.2% |