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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 | $155,177 | $165,399-6.2% | $149,745+3.6% | $158,982-2.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.96% | 348.34%-345.4pp | 276.72%-273.8pp | 302.99%-300.0pp |
| Employer contribution / active EE | $2,117 | $5,105-58.5% | $4,646-54.4% | $4,763-55.5% |
| Participant deferral / active EE | $17,667 | $7,183+146.0% | $6,843+158.2% | $5,983+195.3% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |