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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 | $61,609 | $198,457-69.0% | $170,435-63.9% | $147,586-58.3% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 8.42% | 257.30%-248.9pp | 205.94%-197.5pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,516 | $6,183-75.5% | $5,432-72.1% | $4,876-68.9% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |