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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 | $74,187 | $185,905-60.1% | $170,057-56.4% | $139,487-46.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 8.20% | 60.56%-52.4pp | 53.42%-45.2pp | 373.84%-365.6pp |
| Employer contribution / active EE | $3,119 | $7,597-59.0% | $6,790-54.1% | $4,755-34.4% |
| Participant deferral / active EE | $5,520 | $11,627-52.5% | $10,411-47.0% | $6,713-17.8% |
| Admin fee / account holder | $249 | $15,397-98.4% | $12,826-98.1% | $11,407-97.8% |