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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 | $148,348 | $183,516-19.2% | $155,534-4.6% | $145,884+1.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.17% | 61.43%-53.3pp | 64.92%-56.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $10,491 | $5,315+97.4% | $4,675+124.4% | $4,662+125.0% |
| Participant deferral / active EE | $5,751 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |