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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 | $183,592-78.3% | $155,567-74.4% | $145,959-72.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 3.85% | 61.24%-57.4pp | 64.74%-60.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $6,086 | $5,315+14.5% | $4,674+30.2% | $4,661+30.6% |
| Participant deferral / active EE | $4,557 | $6,464-29.5% | $5,628-19.0% | $6,689-31.9% |
| Admin fee / account holder | $23 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |