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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 | $96,062 | $157,304-38.9% | $141,197-32.0% | $152,909-37.2% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 4.66% | 64.34%-59.7pp | 71.41%-66.7pp | 345.46%-340.8pp |
| Employer contribution / active EE | $2,087 | $5,263-60.3% | $4,736-55.9% | $4,764-56.2% |
| Participant deferral / active EE | $5,651 | $7,111-20.5% | $6,710-15.8% | $5,851-3.4% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |