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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 | $42,006 | $227,597-81.5% | $189,575-77.8% | $167,536-74.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.32% | 78.44%-72.1pp | 64.19%-57.9pp | 478.82%-472.5pp |
| Employer contribution / active EE | $1,585 | $5,316-70.2% | $4,412-64.1% | $4,839-67.3% |
| Participant deferral / active EE | $8,388 | $7,002+19.8% | $6,174+35.9% | $6,342+32.3% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |