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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 | $153,889 | $99,921+54.0% | $85,009+81.0% | $145,959+5.4% |
| Participation rate | 94.4% | 74.1%+20.4pp | 67.5%+26.9pp | 80.3%+14.2pp |
| Annual return | 5.63% | 83.89%-78.3pp | 66.47%-60.8pp | 561.95%-556.3pp |
| Employer contribution / active EE | $1,501 | $3,233-53.6% | $2,728-45.0% | $4,661-67.8% |
| Participant deferral / active EE | $6,486 | $5,293+22.5% | $4,522+43.4% | $6,689-3.0% |
| Admin fee / account holder | $16 | $7,252-99.8% | $6,153-99.7% | $13,398-99.9% |