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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 | $92,185 | $183,516-49.8% | $155,534-40.7% | $145,884-36.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.84% | 61.43%-54.6pp | 64.92%-58.1pp | 551.85%-545.0pp |
| Employer contribution / active EE | $4,354 | $5,315-18.1% | $4,675-6.9% | $4,662-6.6% |
| Participant deferral / active EE | $6,384 | $6,467-1.3% | $5,630+13.4% | $6,690-4.6% |
| Admin fee / account holder | $2 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |