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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 | $142,854 | $102,938+38.8% | $94,105+51.8% | $138,895+2.9% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 7.65% | 250.28%-242.6pp | 204.55%-196.9pp | 145.39%-137.7pp |
| Employer contribution / active EE | $8,381 | $2,732+206.8% | $2,504+234.6% | $4,194+99.8% |
| Participant deferral / active EE | $4,814 | $4,196+14.7% | $3,881+24.1% | $6,396-24.7% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |