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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 | $185,312-32.1% | $161,489-22.0% | $154,746-18.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.81% | 103.84%-97.0pp | 89.72%-82.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $2,169 | $4,769-54.5% | $4,268-49.2% | $4,379-50.5% |
| Participant deferral / active EE | $9,337 | $6,350+47.0% | $5,630+65.8% | $6,730+38.7% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |