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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 | $81,842 | $108,911-24.9% | $100,392-18.5% | $145,884-43.9% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 9.50% | 58.23%-48.7pp | 49.45%-39.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $915 | $4,420-79.3% | $3,941-76.8% | $4,662-80.4% |
| Participant deferral / active EE | $8,480 | $8,459+0.2% | $8,090+4.8% | $6,690+26.8% |
| Admin fee / account holder | $102 | $9,698-98.9% | $7,904-98.7% | $13,392-99.2% |