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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 | $66,663 | $116,203-42.6% | $93,621-28.8% | $152,897-56.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,057 | $3,219-36.1% | $2,719-24.3% | $4,764-56.8% |
| Participant deferral / active EE | $3,615 | $4,605-21.5% | $4,070-11.2% | $5,851-38.2% |
| Admin fee / account holder | $12 | $10,751-99.9% | $7,890-99.8% | $11,599-99.9% |