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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 | $59,473 | $209,422-71.6% | $178,503-66.7% | $158,982-62.6% |
| Participation rate | 95.2% | 86.4%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 3.64% | 188.81%-185.2pp | 151.12%-147.5pp | 302.99%-299.4pp |
| Employer contribution / active EE | $3,476 | $5,707-39.1% | $5,011-30.6% | $4,763-27.0% |
| Participant deferral / active EE | $2,029 | $5,955-65.9% | $5,202-61.0% | $5,983-66.1% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |