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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 | $98,761 | $157,304-37.2% | $141,197-30.1% | $152,909-35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.55% | 64.34%-60.8pp | 71.41%-67.9pp | 345.46%-341.9pp |
| Employer contribution / active EE | $9,543 | $5,263+81.3% | $4,736+101.5% | $4,764+100.3% |
| Participant deferral / active EE | $5,532 | $7,111-22.2% | $6,710-17.6% | $5,851-5.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |