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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 | $46,180 | $157,304-70.6% | $141,197-67.3% | $152,909-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.51% | 64.34%-49.8pp | 71.41%-56.9pp | 345.46%-331.0pp |
| Employer contribution / active EE | $2,789 | $5,263-47.0% | $4,736-41.1% | $4,764-41.4% |
| Participant deferral / active EE | $6,750 | $7,111-5.1% | $6,710+0.6% | $5,851+15.4% |
| Admin fee / account holder | $165 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |