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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 | $77,235 | $107,941-28.4% | $91,994-16.0% | $152,897-49.5% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.5%+8.5pp |
| Annual return | 10.85% | 89.28%-78.4pp | 69.04%-58.2pp | 345.43%-334.6pp |
| Employer contribution / active EE | $3,869 | $4,212-8.1% | $3,453+12.1% | $4,764-18.8% |
| Participant deferral / active EE | $2,041 | $6,366-67.9% | $5,924-65.5% | $5,851-65.1% |
| Admin fee / account holder | $215 | $10,521-98.0% | $7,744-97.2% | $11,599-98.1% |