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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 | $51,813 | $106,923-51.5% | $84,023-38.3% | $152,909-66.1% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 5.13% | 105.02%-99.9pp | 71.32%-66.2pp | 345.46%-340.3pp |
| Employer contribution / active EE | $2,750 | $2,735+0.5% | $1,984+38.6% | $4,764-42.3% |
| Participant deferral / active EE | $4,400 | $4,013+9.7% | $3,239+35.8% | $5,851-24.8% |
| Admin fee / account holder | $110 | $8,289-98.7% | $6,102-98.2% | $11,601-99.0% |