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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 | $89,843 | $64,324+39.7% | $118,914-24.4% | $79,856+12.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 9.45% | 86.45%-77.0pp | 35.89%-26.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,502 | $1,836+36.3% | $3,264-23.3% | $2,471+1.3% |
| Participant deferral / active EE | $6,125 | $2,824+116.9% | $4,266+43.6% | $3,741+63.7% |
| Admin fee / account holder | $9 | $4,040-99.8% | $6,582-99.9% | $5,306-99.8% |