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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 | $23,798 | $106,905-77.7% | $84,020-71.7% | $152,885-84.4% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.5%+10.4pp |
| Annual return | 6.01% | 105.00%-99.0pp | 71.31%-65.3pp | 345.39%-339.4pp |
| Employer contribution / active EE | $691 | $2,735-74.7% | $1,984-65.2% | $4,763-85.5% |
| Participant deferral / active EE | $3,545 | $4,012-11.6% | $3,239+9.5% | $5,851-39.4% |
| Admin fee / account holder | $164 | $8,287-98.0% | $6,101-97.3% | $11,598-98.6% |