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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 | $163,701 | $106,923+53.1% | $84,023+94.8% | $152,909+7.1% |
| Participation rate | 93.8% | 75.3%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 4.89% | 105.02%-100.1pp | 71.32%-66.4pp | 345.46%-340.6pp |
| Employer contribution / active EE | $2,810 | $2,735+2.7% | $1,984+41.6% | $4,764-41.0% |
| Participant deferral / active EE | $5,748 | $4,013+43.2% | $3,239+77.5% | $5,851-1.8% |
| Admin fee / account holder | $36 | $8,289-99.6% | $6,102-99.4% | $11,601-99.7% |