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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 | $84,656 | $107,368-21.2% | $92,915-8.9% | $152,909-44.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.22% | 145.64%-141.4pp | 109.45%-105.2pp | 345.46%-341.2pp |
| Employer contribution / active EE | $5,412 | $4,222+28.2% | $3,653+48.1% | $4,764+13.6% |
| Participant deferral / active EE | $12,258 | $4,848+152.9% | $4,238+189.2% | $5,851+109.5% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |