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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 | $73,652 | $85,171-13.5% | $172,752-57.4% | $72,975+0.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.67% | 27.32%-18.7pp | 802.97%-794.3pp | 81.01%-72.3pp |
| Employer contribution / active EE | $6,113 | $3,324+83.9% | $5,144+18.8% | $2,440+150.5% |
| Participant deferral / active EE | $4,122 | $3,260+26.4% | $5,198-20.7% | $3,608+14.2% |
| Admin fee / account holder | $209 | $5,880-96.5% | $13,955-98.5% | $5,124-95.9% |