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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 | $98,042 | $152,612-35.8% | $125,192-21.7% | $152,897-35.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 1.01% | 54.85%-53.8pp | 43.79%-42.8pp | 345.43%-344.4pp |
| Employer contribution / active EE | $5,284 | $4,947+6.8% | $3,866+36.7% | $4,764+10.9% |
| Participant deferral / active EE | $6,634 | $5,868+13.1% | $4,937+34.4% | $5,851+13.4% |
| Admin fee / account holder | $281 | $13,437-97.9% | $9,704-97.1% | $11,599-97.6% |