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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 | $220,660 | $183,539+20.2% | $155,556+41.9% | $145,897+51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.48% | 61.31%-56.8pp | 64.84%-60.4pp | 552.29%-547.8pp |
| Employer contribution / active EE | $1,604 | $5,315-69.8% | $4,675-65.7% | $4,663-65.6% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |