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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 | $79,512 | $232,540-65.8% | $185,117-57.0% | $147,586-46.1% |
| Participation rate | 79.2% | 82.4%-3.2pp | 77.3%+1.9pp | 82.8%-3.7pp |
| Annual return | 5.93% | 43.03%-37.1pp | 40.50%-34.6pp | 578.59%-572.7pp |
| Employer contribution / active EE | $2,432 | $5,195-53.2% | $4,182-41.8% | $4,876-50.1% |
| Participant deferral / active EE | $1,998 | $5,834-65.8% | $5,045-60.4% | $5,439-63.3% |
| Admin fee / account holder | $52 | $10,275-99.5% | $8,159-99.4% | $10,886-99.5% |