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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 | $63,215 | $105,145-39.9% | $94,664-33.2% | $139,466-54.7% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.6pp |
| Annual return | 12.04% | 38.09%-26.1pp | 156.84%-144.8pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,125 | $4,107-48.3% | $3,673-42.2% | $4,754-55.3% |
| Participant deferral / active EE | $6,094 | $7,599-19.8% | $7,417-17.8% | $6,712-9.2% |
| Admin fee / account holder | $58 | $8,972-99.4% | $7,222-99.2% | $11,409-99.5% |