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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 | $100,985 | $165,399-38.9% | $149,745-32.6% | $158,982-36.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.25% | 348.34%-341.1pp | 276.72%-269.5pp | 302.99%-295.7pp |
| Employer contribution / active EE | $5,771 | $5,105+13.1% | $4,646+24.2% | $4,763+21.2% |
| Participant deferral / active EE | $6,466 | $7,183-10.0% | $6,843-5.5% | $5,983+8.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |