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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 | $6,610 | $58,311-88.7% | $81,882-91.9% | $80,959-91.8% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.7pp |
| Annual return | 8.85% | 41.85%-33.0pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $512 | $2,347-78.2% | $2,916-82.4% | $2,757-81.4% |
| Participant deferral / active EE | $1,178 | $3,287-64.2% | $4,323-72.8% | $4,300-72.6% |
| Admin fee / account holder | $231 | $4,752-95.1% | $7,360-96.9% | $6,925-96.7% |