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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 | $149,693 | $172,111-13.0% | $150,298-0.4% | $137,256+9.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.32% | 69.37%-66.1pp | 62.79%-59.5pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,541 | $4,636-45.2% | $4,154-38.8% | $4,156-38.9% |
| Participant deferral / active EE | $7,732 | $6,166+25.4% | $5,453+41.8% | $6,407+20.7% |
| Admin fee / account holder | $168 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |