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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 | $191,396 | $165,361+15.7% | $149,715+27.8% | $158,950+20.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 5.49% | 348.24%-342.7pp | 276.66%-271.2pp | 302.91%-297.4pp |
| Employer contribution / active EE | $3,198 | $5,103-37.3% | $4,645-31.1% | $4,762-32.8% |
| Participant deferral / active EE | $4,384 | $7,182-39.0% | $6,842-35.9% | $5,983-26.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |