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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 | $82,792 | $97,125-14.8% | $86,233-4.0% | $137,256-39.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 6.57% | 74.19%-67.6pp | 61.39%-54.8pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,211 | $5,180-76.6% | $4,559-73.4% | $6,407-81.1% |
| Admin fee / account holder | $213 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |