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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 | $76,679 | $183,516-58.2% | $155,534-50.7% | $145,884-47.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.77% | 61.43%-53.7pp | 64.92%-57.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,443 | $5,315-72.8% | $4,675-69.1% | $4,662-69.1% |
| Participant deferral / active EE | $3,850 | $6,467-40.5% | $5,630-31.6% | $6,690-42.5% |
| Admin fee / account holder | $255 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |