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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 | $43,039 | $60,139-28.4% | $90,461-52.4% | $79,856-46.1% |
| Participation rate | 98.2% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.6pp |
| Annual return | 7.85% | 71.96%-64.1pp | 1294.76%-1286.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $4,581 | $2,069+121.5% | $3,264+40.4% | $2,471+85.4% |
| Participant deferral / active EE | $2,656 | $2,939-9.6% | $3,964-33.0% | $3,741-29.0% |
| Admin fee / account holder | $165 | $3,978-95.8% | $5,617-97.1% | $5,306-96.9% |