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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 | $91,169 | $165,381-44.9% | $149,730-39.1% | $158,966-42.6% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 5.35% | 348.29%-342.9pp | 276.70%-271.3pp | 302.95%-297.6pp |
| Employer contribution / active EE | $2,588 | $5,104-49.3% | $4,645-44.3% | $4,762-45.7% |
| Participant deferral / active EE | $8,782 | $7,182+22.3% | $6,843+28.3% | $5,983+46.8% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |