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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 | $81,643+34.4% | $70,462+55.8% | $158,950-30.9% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 4.16% | 208.51%-204.3pp | 109.08%-104.9pp | 302.91%-298.7pp |
| Employer contribution / active EE | $2,380 | $3,218-26.0% | $2,737-13.1% | $4,762-50.0% |
| Participant deferral / active EE | $8,830 | $4,555+93.9% | $3,710+138.0% | $5,983+47.6% |
| Admin fee / account holder | $121 | $6,194-98.0% | $3,845-96.9% | $11,248-98.9% |