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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 | $92,717 | $115,814-19.9% | $101,275-8.5% | $158,982-41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.22% | 56.16%-49.9pp | 46.48%-40.3pp | 302.99%-296.8pp |
| Employer contribution / active EE | $1,516 | $4,176-63.7% | $3,660-58.6% | $4,763-68.2% |
| Participant deferral / active EE | $1,837 | $4,958-63.0% | $4,371-58.0% | $5,983-69.3% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |