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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 | $126,537 | $88,815+42.5% | $81,882+54.5% | $145,897-13.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 8.79% | 1033.75%-1025.0pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,399 | $3,086-22.3% | $2,916-17.7% | $4,663-48.6% |
| Participant deferral / active EE | $6,417 | $4,647+38.1% | $4,323+48.4% | $6,689-4.1% |
| Admin fee / account holder | $18 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |