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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 | $38,522 | $201,370-80.9% | $184,256-79.1% | $145,897-73.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.01% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $4,769 | $7,024-32.1% | $6,427-25.8% | $4,663+2.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $156 | $16,364-99.0% | $13,899-98.9% | $13,390-98.8% |