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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 | $122,642 | $165,399-25.9% | $149,745-18.1% | $158,982-22.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 3.46% | 348.34%-344.9pp | 276.72%-273.3pp | 302.99%-299.5pp |
| Employer contribution / active EE | $2,447 | $5,105-52.1% | $4,646-47.3% | $4,763-48.6% |
| Participant deferral / active EE | $7,420 | $7,183+3.3% | $6,843+8.4% | $5,983+24.0% |
| Admin fee / account holder | $276 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |