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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 | $73,944 | $166,242-55.5% | $165,071-55.2% | $145,884-49.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 5.52% | 100.44%-94.9pp | 70.17%-64.7pp | 551.85%-546.3pp |
| Employer contribution / active EE | $1,932 | $5,283-63.4% | $4,347-55.6% | $4,662-58.6% |
| Participant deferral / active EE | $7,220 | $6,964+3.7% | $6,035+19.6% | $6,690+7.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |