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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 | $111,118 | $183,592-39.5% | $155,574-28.6% | $145,877-23.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.40% | 61.37%-61.0pp | 64.87%-64.5pp | 551.28%-550.9pp |
| Employer contribution / active EE | $5,090 | $5,317-4.3% | $4,676+8.9% | $4,663+9.2% |
| Participant deferral / active EE | $5,183 | $6,466-19.8% | $5,629-7.9% | $6,691-22.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |