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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 | $32,475 | $183,592-82.3% | $155,574-79.1% | $145,877-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.61% | 61.37%-56.8pp | 64.87%-60.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $7,831 | $5,317+47.3% | $4,676+67.5% | $4,663+67.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $272 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |