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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 | $176,563 | $60,139+193.6% | $90,461+95.2% | $79,856+121.1% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 6.34% | 71.96%-65.6pp | 1294.76%-1288.4pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,807 | $2,069-12.7% | $3,264-44.6% | $2,471-26.9% |
| Participant deferral / active EE | $6,199 | $2,939+110.9% | $3,964+56.4% | $3,741+65.7% |
| Admin fee / account holder | $166 | $3,978-95.8% | $5,617-97.1% | $5,306-96.9% |