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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 | $118,804 | $103,038+15.3% | $90,324+31.5% | $152,909-22.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 3.90% | 95.25%-91.4pp | 78.15%-74.3pp | 345.46%-341.6pp |
| Employer contribution / active EE | $1,806 | $3,141-42.5% | $2,856-36.8% | $4,764-62.1% |
| Participant deferral / active EE | $3,132 | $4,282-26.9% | $3,885-19.4% | $5,851-46.5% |
| Admin fee / account holder | $12 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |