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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 | $173,244 | $114,119+51.8% | $107,187+61.6% | $138,895+24.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 3.01% | 273.21%-270.2pp | 204.55%-201.5pp | 145.39%-142.4pp |
| Employer contribution / active EE | $20,169 | $4,059+396.9% | $3,782+433.3% | $4,194+380.9% |
| Participant deferral / active EE | $13,900 | $5,538+151.0% | $5,096+172.8% | $6,396+117.3% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |