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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 | $162,599 | $116,203+39.9% | $93,621+73.7% | $152,909+6.3% |
| Participation rate | 85.7% | 78.1%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 1.32% | 35.96%-34.6pp | 32.76%-31.4pp | 345.46%-344.1pp |
| Employer contribution / active EE | $4,092 | $3,219+27.1% | $2,719+50.5% | $4,764-14.1% |
| Participant deferral / active EE | $7,259 | $4,605+57.6% | $4,070+78.4% | $5,851+24.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |