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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 | $115,844 | $93,346+24.1% | $71,796+61.4% | $273,972-57.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 0.11% | 130.39%-130.3pp | 78.04%-77.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,499 | $2,733-45.1% | $1,924-22.1% | $4,869-69.2% |
| Participant deferral / active EE | $2,995 | $3,475-13.8% | $2,794+7.2% | $5,287-43.4% |
| Admin fee / account holder | $98 | $6,571-98.5% | $4,815-98.0% | $10,133-99.0% |