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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 | $125,434 | $150,442-16.6% | $136,295-8.0% | $147,585-15.0% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 7.49% | 1049.09%-1041.6pp | 5155.97%-5148.5pp | 578.56%-571.1pp |
| Employer contribution / active EE | $5,428 | $5,256+3.3% | $4,695+15.6% | $4,876+11.3% |
| Participant deferral / active EE | $6,532 | $6,630-1.5% | $6,247+4.6% | $5,439+20.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |