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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 | $74,226 | $172,111-56.9% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 1.30% | 69.37%-68.1pp | 62.79%-61.5pp | 220.34%-219.0pp |
| Employer contribution / active EE | $5,914 | $4,636+27.6% | $4,154+42.4% | $4,156+42.3% |
| Participant deferral / active EE | $7,856 | $6,166+27.4% | $5,453+44.1% | $6,407+22.6% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |