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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 | $100,073+53.8% | $85,126+80.8% | $145,877+5.5% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 5.63% | 84.11%-78.5pp | 66.63%-61.0pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,501 | $3,236-53.6% | $2,731-45.1% | $4,663-67.8% |
| Participant deferral / active EE | $6,486 | $5,294+22.5% | $4,523+43.4% | $6,691-3.1% |
| Admin fee / account holder | $16 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |