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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 | $61,017 | $117,444-48.0% | $99,479-38.7% | $152,909-60.1% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.5%+7.5pp |
| Annual return | 5.98% | 31.87%-25.9pp | 30.72%-24.7pp | 345.46%-339.5pp |
| Employer contribution / active EE | $2,296 | $3,014-23.8% | $2,540-9.6% | $4,764-51.8% |
| Participant deferral / active EE | $5,718 | $4,086+39.9% | $3,619+58.0% | $5,851-2.3% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |