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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 | $74,306 | $217,432-65.8% | $185,849-60.0% | $167,536-55.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 0.25% | 148.42%-148.2pp | 122.10%-121.9pp | 478.82%-478.6pp |
| Employer contribution / active EE | $3,098 | $5,875-47.3% | $5,169-40.1% | $4,839-36.0% |
| Participant deferral / active EE | $3,294 | $6,357-48.2% | $5,569-40.8% | $6,342-48.1% |
| Admin fee / account holder | $294 | $19,818-98.5% | $16,244-98.2% | $12,315-97.6% |