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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 | $92,878 | $180,749-48.6% | $160,784-42.2% | $137,256-32.3% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 8.36% | 2234.46%-2226.1pp | 1803.92%-1795.6pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,760 | $4,155-57.6% | $3,733-52.8% | $4,156-57.6% |
| Participant deferral / active EE | $5,038 | $6,844-26.4% | $6,293-19.9% | $6,407-21.4% |
| Admin fee / account holder | $23 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |