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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 | $125,912 | $172,111-26.8% | $150,298-16.2% | $137,256-8.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.81% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,169 | $4,636-53.2% | $4,154-47.8% | $4,156-47.8% |
| Participant deferral / active EE | $9,337 | $6,166+51.4% | $5,453+71.2% | $6,407+45.7% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |