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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 | $109,762 | $81,664+34.4% | $70,476+55.7% | $158,966-31.0% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 4.16% | 208.59%-204.4pp | 109.12%-105.0pp | 302.95%-298.8pp |
| Employer contribution / active EE | $2,380 | $3,219-26.1% | $2,738-13.1% | $4,762-50.0% |
| Participant deferral / active EE | $8,830 | $4,556+93.8% | $3,710+138.0% | $5,983+47.6% |
| Admin fee / account holder | $121 | $6,197-98.0% | $3,847-96.9% | $11,250-98.9% |