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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 | $139,976 | $183,516-23.7% | $155,534-10.0% | $145,884-4.0% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 7.91% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,754 | $5,315-67.0% | $4,675-62.5% | $4,662-62.4% |
| Participant deferral / active EE | $7,105 | $6,467+9.9% | $5,630+26.2% | $6,690+6.2% |
| Admin fee / account holder | $32 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |