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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 | $108,882-24.0% | $96,754-14.4% | $154,746-46.5% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 6.57% | 98.39%-91.8pp | 82.04%-75.5pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,211 | $5,323-77.3% | $4,758-74.6% | $6,730-82.0% |
| Admin fee / account holder | $213 | $10,200-97.9% | $8,905-97.6% | $14,365-98.5% |