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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 | $80,118 | $217,432-63.2% | $185,851-56.9% | $167,553-52.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.26% | 148.43%-145.2pp | 122.11%-118.8pp | 478.89%-475.6pp |
| Employer contribution / active EE | $6,668 | $5,874+13.5% | $5,168+29.0% | $4,840+37.8% |
| Participant deferral / active EE | $12,532 | $6,357+97.1% | $5,569+125.0% | $6,343+97.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |