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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 | $39,794 | $183,539-78.3% | $155,556-74.4% | $145,897-72.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 3.85% | 61.31%-57.5pp | 64.84%-61.0pp | 552.29%-548.4pp |
| Employer contribution / active EE | $6,086 | $5,315+14.5% | $4,675+30.2% | $4,663+30.5% |
| Participant deferral / active EE | $4,557 | $6,467-29.5% | $5,631-19.1% | $6,689-31.9% |
| Admin fee / account holder | $23 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |