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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 | $131,819 | $165,399-20.3% | $149,745-12.0% | $158,982-17.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 6.09% | 348.34%-342.2pp | 276.72%-270.6pp | 302.99%-296.9pp |
| Employer contribution / active EE | $6,984 | $5,105+36.8% | $4,646+50.3% | $4,763+46.6% |
| Participant deferral / active EE | $6,591 | $7,183-8.2% | $6,843-3.7% | $5,983+10.1% |
| Admin fee / account holder | $133 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |