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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 | $52,969 | $103,008-48.6% | $90,304-41.3% | $152,897-65.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.19% | 95.22%-91.0pp | 78.13%-73.9pp | 345.43%-341.2pp |
| Employer contribution / active EE | $1,859 | $3,139-40.8% | $2,855-34.9% | $4,764-61.0% |
| Participant deferral / active EE | $2,071 | $4,281-51.6% | $3,885-46.7% | $5,851-64.6% |
| Admin fee / account holder | $245 | $6,175-96.0% | $5,354-95.4% | $11,599-97.9% |