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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 | $73,437 | $172,111-57.3% | $150,298-51.1% | $137,256-46.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 11.23% | 69.37%-58.1pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,855 | $4,636+4.7% | $4,154+16.9% | $4,156+16.8% |
| Participant deferral / active EE | $6,225 | $6,166+1.0% | $5,453+14.2% | $6,407-2.8% |
| Admin fee / account holder | $289 | $16,471-98.2% | $14,116-98.0% | $12,270-97.6% |