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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 | $52,807 | $45,050+17.2% | $63,018-16.2% | $70,126-24.7% |
| Participation rate | 80.6% | 69.5%+11.1pp | 74.8%+5.8pp | 69.5%+11.1pp |
| Annual return | 11.24% | 18.76%-7.5pp | 87.62%-76.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,234 | $2,052+8.9% | $2,761-19.1% | $2,343-4.7% |
| Participant deferral / active EE | $3,508 | $2,466+42.3% | $3,330+5.3% | $3,332+5.3% |
| Admin fee / account holder | $45 | $2,834-98.4% | $3,601-98.8% | $4,645-99.0% |