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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 | $123,122 | $107,363+14.7% | $92,909+32.5% | $152,897-19.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 2.51% | 145.63%-143.1pp | 109.44%-106.9pp | 345.43%-342.9pp |
| Employer contribution / active EE | $1,398 | $4,222-66.9% | $3,653-61.7% | $4,764-70.7% |
| Participant deferral / active EE | $2,102 | $4,848-56.6% | $4,238-50.4% | $5,851-64.1% |
| Admin fee / account holder | $201 | $7,082-97.2% | $5,795-96.5% | $11,599-98.3% |