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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 | $32,465 | $209,425-84.5% | $178,499-81.8% | $158,966-79.6% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 3.61% | 188.80%-185.2pp | 151.10%-147.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $1,601 | $5,707-72.0% | $5,011-68.1% | $4,762-66.4% |
| Participant deferral / active EE | $3,939 | $5,955-33.9% | $5,202-24.3% | $5,983-34.2% |
| Admin fee / account holder | $127 | $17,078-99.3% | $13,986-99.1% | $11,250-98.9% |