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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 | $156,229 | $166,242-6.0% | $165,071-5.4% | $145,884+7.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 6.86% | 100.44%-93.6pp | 70.17%-63.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $3,838 | $5,283-27.4% | $4,347-11.7% | $4,662-17.7% |
| Participant deferral / active EE | $6,861 | $6,964-1.5% | $6,035+13.7% | $6,690+2.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |