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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 | $127,169 | $100,938+26.0% | $90,461+40.6% | $158,982-20.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 2.33% | 1727.20%-1724.9pp | 1294.76%-1292.4pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,496 | $3,691-59.5% | $3,264-54.2% | $4,763-68.6% |
| Participant deferral / active EE | $2,949 | $4,350-32.2% | $3,964-25.6% | $5,983-50.7% |
| Admin fee / account holder | $274 | $6,510-95.8% | $5,617-95.1% | $11,252-97.6% |