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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 | $38,490 | $217,427-82.3% | $185,837-79.3% | $167,518-77.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.45% | 148.39%-144.9pp | 122.08%-118.6pp | 478.71%-475.3pp |
| Employer contribution / active EE | $1,620 | $5,874-72.4% | $5,168-68.7% | $4,838-66.5% |
| Participant deferral / active EE | $6,045 | $6,357-4.9% | $5,568+8.5% | $6,342-4.7% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |