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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 | $105,425 | $157,304-33.0% | $141,197-25.3% | $152,909-31.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 5.54% | 64.34%-58.8pp | 71.41%-65.9pp | 345.46%-339.9pp |
| Employer contribution / active EE | $2,071 | $5,263-60.7% | $4,736-56.3% | $4,764-56.5% |
| Participant deferral / active EE | $8,826 | $7,111+24.1% | $6,710+31.5% | $5,851+50.8% |
| Admin fee / account holder | $289 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |