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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 | $155,606 | $166,242-6.4% | $165,071-5.7% | $145,884+6.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 6.44% | 100.44%-94.0pp | 70.17%-63.7pp | 551.85%-545.4pp |
| Employer contribution / active EE | $14,361 | $5,283+171.8% | $4,347+230.3% | $4,662+208.0% |
| Participant deferral / active EE | $9,416 | $6,964+35.2% | $6,035+56.0% | $6,690+40.8% |
| Admin fee / account holder | $139 | $16,658-99.2% | $12,695-98.9% | $13,392-99.0% |