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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 | $101,248 | $172,111-41.2% | $150,298-32.6% | $137,256-26.2% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 2.00% | 69.37%-67.4pp | 62.79%-60.8pp | 220.34%-218.3pp |
| Employer contribution / active EE | $1,316 | $4,636-71.6% | $4,154-68.3% | $4,156-68.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |