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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 | $104,977 | $148,582-29.3% | $135,942-22.8% | $139,456-24.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 0.80% | 79.26%-78.5pp | 68.28%-67.5pp | 373.45%-372.7pp |
| Employer contribution / active EE | $2,569 | $5,245-51.0% | $4,858-47.1% | $4,753-46.0% |
| Participant deferral / active EE | $7,500 | $8,101-7.4% | $7,759-3.3% | $6,711+11.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |