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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 | $185,312-59.9% | $161,489-54.0% | $154,746-52.0% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.7%+15.4pp | 80.7%+13.4pp |
| Annual return | 1.30% | 103.84%-102.5pp | 89.72%-88.4pp | 172.34%-171.0pp |
| Employer contribution / active EE | $5,914 | $4,769+24.0% | $4,268+38.6% | $4,379+35.0% |
| Participant deferral / active EE | $7,856 | $6,350+23.7% | $5,630+39.5% | $6,730+16.7% |
| Admin fee / account holder | $54 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |