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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 | $37,129 | $100,073-62.9% | $85,126-56.4% | $145,877-74.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 6.45% | 84.11%-77.7pp | 66.63%-60.2pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,828 | $3,236-43.5% | $2,731-33.1% | $4,663-60.8% |
| Participant deferral / active EE | $5,468 | $5,294+3.3% | $4,523+20.9% | $6,691-18.3% |
| Admin fee / account holder | $249 | $7,261-96.6% | $6,160-96.0% | $13,402-98.1% |