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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 | $114,454 | $183,539-37.6% | $155,556-26.4% | $145,897-21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 61.31%-54.0pp | 64.84%-57.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $9,532 | $5,315+79.3% | $4,675+103.9% | $4,663+104.4% |
| Participant deferral / active EE | $6,908 | $6,467+6.8% | $5,631+22.7% | $6,689+3.3% |
| Admin fee / account holder | $3 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |