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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 | $183,592-37.7% | $155,574-26.4% | $145,877-21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $9,532 | $5,317+79.3% | $4,676+103.9% | $4,663+104.4% |
| Participant deferral / active EE | $6,908 | $6,466+6.8% | $5,629+22.7% | $6,691+3.2% |
| Admin fee / account holder | $3 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |