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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 | $72,337 | $115,814-37.5% | $101,275-28.6% | $158,982-54.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 2.06% | 56.16%-54.1pp | 46.48%-44.4pp | 302.99%-300.9pp |
| Employer contribution / active EE | $2,873 | $4,176-31.2% | $3,660-21.5% | $4,763-39.7% |
| Participant deferral / active EE | $8,323 | $4,958+67.9% | $4,371+90.4% | $5,983+39.1% |
| Admin fee / account holder | $21 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |