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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 | $72,892 | $171,867-57.6% | $149,721-51.3% | $147,586-50.6% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 6.41% | 2113.36%-2106.9pp | 1501.67%-1495.3pp | 578.59%-572.2pp |
| Employer contribution / active EE | $5,991 | $6,275-4.5% | $5,444+10.0% | $4,876+22.9% |
| Participant deferral / active EE | $4,634 | $7,270-36.3% | $6,568-29.5% | $5,439-14.8% |
| Admin fee / account holder | $206 | $13,799-98.5% | $11,282-98.2% | $10,886-98.1% |