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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 | $109,334 | $183,539-40.4% | $155,556-29.7% | $145,897-25.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 4.67% | 61.31%-56.6pp | 64.84%-60.2pp | 552.29%-547.6pp |
| Employer contribution / active EE | $1,370 | $5,315-74.2% | $4,675-70.7% | $4,663-70.6% |
| Participant deferral / active EE | $2,998 | $6,467-53.6% | $5,631-46.8% | $6,689-55.2% |
| Admin fee / account holder | $2 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |