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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 | $59,966 | $157,296-61.9% | $141,191-57.5% | $152,897-60.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 3.11% | 64.34%-61.2pp | 71.41%-68.3pp | 345.43%-342.3pp |
| Employer contribution / active EE | $4,684 | $5,262-11.0% | $4,736-1.1% | $4,764-1.7% |
| Participant deferral / active EE | $6,554 | $7,111-7.8% | $6,710-2.3% | $5,851+12.0% |
| Admin fee / account holder | $292 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |