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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 | $85,596 | $217,432-60.6% | $185,851-53.9% | $167,553-48.9% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 7.04% | 148.43%-141.4pp | 122.11%-115.1pp | 478.89%-471.9pp |
| Employer contribution / active EE | $2,957 | $5,874-49.7% | $5,168-42.8% | $4,840-38.9% |
| Participant deferral / active EE | $2,957 | $6,357-53.5% | $5,569-46.9% | $6,343-53.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |