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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 | $73,129 | $162,136-54.9% | $152,301-52.0% | $154,746-52.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.20% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,486 | $4,890-28.7% | $4,624-24.6% | $4,379-20.4% |
| Participant deferral / active EE | $3,883 | $8,341-53.4% | $8,004-51.5% | $6,730-42.3% |
| Admin fee / account holder | $8 | $15,759-100.0% | $14,398-99.9% | $14,365-99.9% |