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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 | $79,395 | $81,208-2.2% | $98,920-19.7% | $79,852-0.6% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 7.34% | 60.99%-53.7pp | 196.47%-189.1pp | 31.72%-24.4pp |
| Employer contribution / active EE | $1,849 | $1,960-5.6% | $2,689-31.2% | $2,471-25.2% |
| Participant deferral / active EE | $4,188 | $3,265+28.3% | $4,245-1.3% | $3,740+12.0% |
| Admin fee / account holder | $40 | $6,013-99.3% | $6,643-99.4% | $5,306-99.2% |