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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 | $37,182 | $99,053-62.5% | $88,179-57.8% | $138,895-73.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.15% | 78.17%-70.0pp | 64.97%-56.8pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,169 | $2,882-59.4% | $2,549-54.2% | $4,194-72.1% |
| Participant deferral / active EE | $2,168 | $5,225-58.5% | $4,614-53.0% | $6,396-66.1% |
| Admin fee / account holder | $38 | $8,748-99.6% | $7,673-99.5% | $12,562-99.7% |