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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 | $90,794 | $78,705+15.4% | $117,860-23.0% | $70,124+29.5% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 9.26% | 23.30%-14.0pp | 335.10%-325.8pp | 73.14%-63.9pp |
| Employer contribution / active EE | $537 | $2,223-75.9% | $3,786-85.8% | $2,342-77.1% |
| Participant deferral / active EE | $2,146 | $3,297-34.9% | $4,482-52.1% | $3,332-35.6% |
| Admin fee / account holder | $251 | $5,065-95.0% | $8,021-96.9% | $4,645-94.6% |