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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 | $22,650 | $88,672-74.5% | $105,223-78.5% | $82,448-72.5% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.0pp | 68.1%+30.0pp |
| Annual return | 4.17% | 30.86%-26.7pp | 180.65%-176.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $5,019 | $3,048+64.7% | $3,689+36.1% | $2,551+96.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $130 | $7,146-98.2% | $8,859-98.5% | $7,234-98.2% |