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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 | $91,620 | $81,208+12.8% | $98,916-7.4% | $79,858+14.7% |
| Participation rate | 88.2% | 72.5%+15.7pp | 76.0%+12.2pp | 69.6%+18.6pp |
| Annual return | 3.17% | 60.99%-57.8pp | 196.45%-193.3pp | 31.72%-28.6pp |
| Employer contribution / active EE | $1,506 | $1,960-23.1% | $2,689-44.0% | $2,471-39.0% |
| Participant deferral / active EE | $3,970 | $3,265+21.6% | $4,245-6.5% | $3,740+6.1% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |