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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 | $60,817 | $107,368-43.4% | $92,915-34.5% | $152,909-60.2% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 7.13% | 145.64%-138.5pp | 109.45%-102.3pp | 345.46%-338.3pp |
| Employer contribution / active EE | $2,433 | $4,222-42.4% | $3,653-33.4% | $4,764-48.9% |
| Participant deferral / active EE | $5,282 | $4,848+9.0% | $4,238+24.6% | $5,851-9.7% |
| Admin fee / account holder | $2 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |