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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 | $75,844 | $115,814-34.5% | $101,275-25.1% | $158,982-52.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 6.19% | 56.16%-50.0pp | 46.48%-40.3pp | 302.99%-296.8pp |
| Employer contribution / active EE | $2,736 | $4,176-34.5% | $3,660-25.3% | $4,763-42.6% |
| Participant deferral / active EE | $8,658 | $4,958+74.6% | $4,371+98.1% | $5,983+44.7% |
| Admin fee / account holder | $239 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |