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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 | $136,655 | $209,428-34.7% | $178,498-23.4% | $158,950-14.0% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 2.27% | 188.78%-186.5pp | 151.09%-148.8pp | 302.91%-300.6pp |
| Employer contribution / active EE | $1,958 | $5,707-65.7% | $5,011-60.9% | $4,762-58.9% |
| Participant deferral / active EE | $6,714 | $5,955+12.8% | $5,202+29.1% | $5,983+12.2% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |