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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 | $52,146 | $183,627-71.6% | $155,602-66.5% | $145,978-64.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.43% | 61.32%-52.9pp | 64.81%-56.4pp | 550.52%-542.1pp |
| Employer contribution / active EE | $4,326 | $5,316-18.6% | $4,675-7.5% | $4,662-7.2% |
| Participant deferral / active EE | $14,338 | $6,466+121.8% | $5,629+154.7% | $6,690+114.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |