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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 | $128,799 | $185,856-30.7% | $170,028-24.2% | $139,456-7.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 1.47% | 60.52%-59.0pp | 53.39%-51.9pp | 373.45%-372.0pp |
| Employer contribution / active EE | $23,600 | $7,593+210.8% | $6,788+247.7% | $4,753+396.6% |
| Participant deferral / active EE | $21,125 | $11,623+81.7% | $10,409+103.0% | $6,711+214.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |