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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 | $70,313 | $172,111-59.1% | $150,298-53.2% | $137,256-48.8% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 10.90% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,932 | $4,636-58.3% | $4,154-53.5% | $4,156-53.5% |
| Participant deferral / active EE | $6,496 | $6,166+5.4% | $5,453+19.1% | $6,407+1.4% |
| Admin fee / account holder | $70 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |