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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 | $84,258 | $165,361-49.0% | $149,715-43.7% | $158,950-47.0% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 7.50% | 348.24%-340.7pp | 276.66%-269.2pp | 302.91%-295.4pp |
| Employer contribution / active EE | $5,916 | $5,103+15.9% | $4,645+27.4% | $4,762+24.2% |
| Participant deferral / active EE | $2,664 | $7,182-62.9% | $6,842-61.1% | $5,983-55.5% |
| Admin fee / account holder | $262 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |