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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 | $40,911 | $157,304-74.0% | $141,197-71.0% | $152,909-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.35% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,484 | $5,263-14.8% | $4,736-5.3% | $4,764-5.9% |
| Participant deferral / active EE | $3,742 | $7,111-47.4% | $6,710-44.2% | $5,851-36.1% |
| Admin fee / account holder | $187 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |