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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 | $174,747 | $125,190+39.6% | $105,624+65.4% | $145,897+19.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.21% | 225.22%-219.0pp | 116.20%-110.0pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,303 | $3,720-38.1% | $3,168-27.3% | $4,663-50.6% |
| Participant deferral / active EE | $5,135 | $5,716-10.2% | $5,013+2.4% | $6,689-23.2% |
| Admin fee / account holder | $4 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |