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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 | $163,659 | $165,381-1.0% | $149,730+9.3% | $158,966+3.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.22% | 348.29%-342.1pp | 276.70%-270.5pp | 302.95%-296.7pp |
| Employer contribution / active EE | $2,269 | $5,104-55.5% | $4,645-51.2% | $4,762-52.4% |
| Participant deferral / active EE | $24,554 | $7,182+241.9% | $6,843+258.8% | $5,983+310.4% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |