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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 | $59,846 | $115,780-48.3% | $101,255-40.9% | $158,931-62.3% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 5.37% | 56.14%-50.8pp | 46.48%-41.1pp | 302.86%-297.5pp |
| Employer contribution / active EE | $1,758 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $2,290 | $4,958-53.8% | $4,370-47.6% | $5,982-61.7% |
| Admin fee / account holder | $25 | $7,246-99.7% | $5,946-99.6% | $11,247-99.8% |