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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 | $126,457 | $198,457-36.3% | $170,435-25.8% | $147,586-14.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 8.60% | 257.30%-248.7pp | 205.94%-197.3pp | 578.59%-570.0pp |
| Employer contribution / active EE | $2,606 | $6,183-57.9% | $5,432-52.0% | $4,876-46.6% |
| Participant deferral / active EE | $5,625 | $5,629-0.1% | $4,939+13.9% | $5,439+3.4% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |