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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 | $163,969 | $183,627-10.7% | $155,602+5.4% | $145,978+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.69% | 61.32%-56.6pp | 64.81%-60.1pp | 550.52%-545.8pp |
| Employer contribution / active EE | $17,115 | $5,316+221.9% | $4,675+266.1% | $4,662+267.1% |
| Participant deferral / active EE | $10,698 | $6,466+65.5% | $5,629+90.1% | $6,690+59.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |