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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 | $68,788 | $157,304-56.3% | $141,197-51.3% | $152,909-55.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 11.52% | 64.34%-52.8pp | 71.41%-59.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $1,857 | $5,263-64.7% | $4,736-60.8% | $4,764-61.0% |
| Participant deferral / active EE | $4,932 | $7,111-30.6% | $6,710-26.5% | $5,851-15.7% |
| Admin fee / account holder | $80 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |