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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 | $35,805 | $106,247-66.3% | $96,515-62.9% | $139,466-74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.56% | 38.47%-31.9pp | 35.73%-29.2pp | 373.66%-367.1pp |
| Employer contribution / active EE | $3,836 | $4,106-6.6% | $3,740+2.6% | $4,754-19.3% |
| Participant deferral / active EE | $9,844 | $5,456+80.4% | $4,880+101.7% | $6,712+46.7% |
| Admin fee / account holder | $194 | $7,885-97.5% | $6,735-97.1% | $11,409-98.3% |