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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 | $52,146 | $183,592-71.6% | $155,567-66.5% | $145,959-64.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.43% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $4,326 | $5,315-18.6% | $4,674-7.4% | $4,661-7.2% |
| Participant deferral / active EE | $14,338 | $6,464+121.8% | $5,628+154.8% | $6,689+114.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |