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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 | $100,421 | $157,276-36.1% | $141,177-28.9% | $152,885-34.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.29% | 64.33%-59.0pp | 71.40%-66.1pp | 345.39%-340.1pp |
| Employer contribution / active EE | $3,219 | $5,262-38.8% | $4,736-32.0% | $4,763-32.4% |
| Participant deferral / active EE | $10,623 | $7,110+49.4% | $6,710+58.3% | $5,851+81.6% |
| Admin fee / account holder | $19 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |