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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 | $59,099 | $135,956-56.5% | $123,894-52.3% | $273,972-78.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.31% | 56.63%-54.3pp | 47.52%-45.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $13,771 | $5,170+166.4% | $4,617+198.3% | $4,869+182.9% |
| Participant deferral / active EE | $7,381 | $6,343+16.4% | $5,984+23.3% | $5,287+39.6% |
| Admin fee / account holder | $49 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |