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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 | $183,592-19.2% | $155,567-4.6% | $145,959+1.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.17% | 61.24%-53.1pp | 64.74%-56.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $10,491 | $5,315+97.4% | $4,674+124.5% | $4,661+125.1% |
| Participant deferral / active EE | $5,751 | $6,464-11.0% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |