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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 | $182,496 | $197,637-7.7% | $177,848+2.6% | $158,982+14.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.84% | 58.77%-53.9pp | 48.33%-43.5pp | 302.99%-298.2pp |
| Employer contribution / active EE | $5,768 | $6,698-13.9% | $5,919-2.6% | $4,763+21.1% |
| Participant deferral / active EE | $19,355 | $8,405+130.3% | $7,714+150.9% | $5,983+223.5% |
| Admin fee / account holder | -$387 | $15,406-102.5% | $12,431-103.1% | $11,252-103.4% |