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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 | $73,381 | $142,426-48.5% | $115,167-36.3% | $152,909-52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 6.43% | 41.48%-35.1pp | 35.60%-29.2pp | 345.46%-339.0pp |
| Employer contribution / active EE | $2,740 | $4,011-31.7% | $3,179-13.8% | $4,764-42.5% |
| Participant deferral / active EE | $5,114 | $5,165-1.0% | $4,169+22.7% | $5,851-12.6% |
| Admin fee / account holder | $214 | $8,464-97.5% | $7,089-97.0% | $11,601-98.2% |