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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 | $21,168 | $114,119-81.5% | $107,187-80.3% | $138,895-84.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.83% | 273.21%-262.4pp | 204.55%-193.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,440 | $4,059-64.5% | $3,782-61.9% | $4,194-65.7% |
| Participant deferral / active EE | $1,618 | $5,538-70.8% | $5,096-68.2% | $6,396-74.7% |
| Admin fee / account holder | $166 | $10,024-98.3% | $9,162-98.2% | $12,562-98.7% |