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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 | $126,915 | $107,368+18.2% | $92,915+36.6% | $152,909-17.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.87% | 145.64%-136.8pp | 109.45%-100.6pp | 345.46%-336.6pp |
| Employer contribution / active EE | $13,271 | $4,222+214.3% | $3,653+263.3% | $4,764+178.6% |
| Participant deferral / active EE | $5,622 | $4,848+16.0% | $4,238+32.6% | $5,851-3.9% |
| Admin fee / account holder | $206 | $7,082-97.1% | $5,796-96.5% | $11,601-98.2% |