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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 | $105,230 | $202,463-48.0% | $169,397-37.9% | $139,487-24.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 532.64%-524.8pp | 406.23%-398.4pp | 373.84%-366.0pp |
| Employer contribution / active EE | $1,834 | $4,694-60.9% | $4,013-54.3% | $4,755-61.4% |
| Participant deferral / active EE | $9,375 | $6,941+35.1% | $6,223+50.7% | $6,713+39.7% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |