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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 | $120,841 | $102,422+18.0% | $147,117-17.9% | $80,959+49.3% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 5.54% | 135.16%-129.6pp | 420.54%-415.0pp | 35.67%-30.1pp |
| Employer contribution / active EE | $3,605 | $3,717-3.0% | $4,932-26.9% | $2,757+30.7% |
| Participant deferral / active EE | $7,588 | $6,652+14.1% | $8,065-5.9% | $4,300+76.4% |
| Admin fee / account holder | $296 | $7,953-96.3% | $12,993-97.7% | $6,925-95.7% |