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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 | $131,548 | $157,270-16.4% | $141,173-6.8% | $152,870-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.23% | 64.33%-53.1pp | 71.40%-60.2pp | 345.34%-334.1pp |
| Employer contribution / active EE | $2,609 | $5,261-50.4% | $4,735-44.9% | $4,763-45.2% |
| Participant deferral / active EE | $8,927 | $7,110+25.6% | $6,710+33.0% | $5,850+52.6% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |