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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 | $121,468 | $185,312-34.5% | $161,489-24.8% | $154,746-21.5% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 9.13% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,774 | $4,769-62.8% | $4,268-58.4% | $4,379-59.5% |
| Participant deferral / active EE | $6,301 | $6,350-0.8% | $5,630+11.9% | $6,730-6.4% |
| Admin fee / account holder | $91 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |