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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 | $85,506 | $89,370-4.3% | $141,197-39.4% | $72,976+17.2% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 18.38% | 111.88%-93.5pp | 71.41%-53.0pp | 81.02%-62.6pp |
| Employer contribution / active EE | $1,749 | $3,115-43.9% | $4,736-63.1% | $2,440-28.3% |
| Participant deferral / active EE | $2,707 | $5,419-50.0% | $6,710-59.7% | $3,608-25.0% |
| Admin fee / account holder | $94 | $5,957-98.4% | $10,265-99.1% | $5,124-98.2% |