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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 | $44,940 | $103,392-56.5% | $87,104-48.4% | $152,897-70.6% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 10.53% | 28.10%-17.6pp | 28.19%-17.7pp | 345.43%-334.9pp |
| Employer contribution / active EE | $970 | $3,221-69.9% | $2,521-61.5% | $4,764-79.6% |
| Participant deferral / active EE | $2,246 | $4,778-53.0% | $4,048-44.5% | $5,851-61.6% |
| Admin fee / account holder | $47 | $12,194-99.6% | $7,491-99.4% | $11,599-99.6% |