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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 | $38,183 | $202,326-81.1% | $172,745-77.9% | $152,870-75.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 4.65% | 1029.72%-1025.1pp | 802.90%-798.2pp | 345.34%-340.7pp |
| Employer contribution / active EE | $3,731 | $5,858-36.3% | $5,144-27.5% | $4,763-21.7% |
| Participant deferral / active EE | $5,125 | $5,948-13.8% | $5,197-1.4% | $5,850-12.4% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |