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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 | $193,586 | $209,425-7.6% | $178,499+8.5% | $158,966+21.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.37% | 188.80%-183.4pp | 151.10%-145.7pp | 302.95%-297.6pp |
| Employer contribution / active EE | $5,291 | $5,707-7.3% | $5,011+5.6% | $4,762+11.1% |
| Participant deferral / active EE | $8,221 | $5,955+38.0% | $5,202+58.0% | $5,983+37.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |