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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 | $66,620 | $89,367-25.5% | $141,191-52.8% | $72,975-8.7% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 18.70% | 111.87%-93.2pp | 71.41%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $6,009 | $3,115+92.9% | $4,736+26.9% | $2,440+146.3% |
| Participant deferral / active EE | $5,013 | $5,419-7.5% | $6,710-25.3% | $3,608+38.9% |
| Admin fee / account holder | $1 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |