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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 | $45,169 | $172,111-73.8% | $150,298-69.9% | $137,256-67.1% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 11.18% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,111 | $4,636-54.5% | $4,154-49.2% | $4,156-49.2% |
| Participant deferral / active EE | $6,201 | $6,166+0.6% | $5,453+13.7% | $6,407-3.2% |
| Admin fee / account holder | $223 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |