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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 | $53,373 | $165,361-67.7% | $149,715-64.4% | $158,950-66.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.78% | 348.24%-341.5pp | 276.66%-269.9pp | 302.91%-296.1pp |
| Employer contribution / active EE | $2,672 | $5,103-47.6% | $4,645-42.5% | $4,762-43.9% |
| Participant deferral / active EE | $5,117 | $7,182-28.8% | $6,842-25.2% | $5,983-14.5% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |