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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 | $86,081 | $48,053+79.1% | $84,628+1.7% | $72,975+18.0% |
| Participation rate | 80.5% | 57.6%+22.9pp | 68.2%+12.3pp | 69.5%+11.0pp |
| Annual return | 11.70% | 37.39%-25.7pp | 258.80%-247.1pp | 81.01%-69.3pp |
| Employer contribution / active EE | $2,364 | $1,602+47.6% | $2,653-10.9% | $2,440-3.1% |
| Participant deferral / active EE | $3,775 | $2,681+40.8% | $3,900-3.2% | $3,608+4.6% |
| Admin fee / account holder | $224 | $3,395-93.4% | $4,914-95.4% | $5,124-95.6% |