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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 | $49,146 | $162,529-69.8% | $130,788-62.4% | $154,746-68.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.02% | 510.48%-504.5pp | 386.44%-380.4pp | 172.34%-166.3pp |
| Employer contribution / active EE | $3,331 | $4,447-25.1% | $3,558-6.4% | $4,379-23.9% |
| Participant deferral / active EE | $2,037 | $4,808-57.6% | $4,137-50.8% | $6,730-69.7% |
| Admin fee / account holder | $170 | $7,669-97.8% | $6,673-97.5% | $14,365-98.8% |