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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 | $62,111 | $91,179-31.9% | $178,499-65.2% | $79,852-22.2% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.8pp |
| Annual return | 9.81% | 24.19%-14.4pp | 151.10%-141.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,466 | $3,236+7.1% | $5,202-33.4% | $3,740-7.3% |
| Admin fee / account holder | $224 | $6,749-96.7% | $13,986-98.4% | $5,306-95.8% |