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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 | $145,854 | $209,336-30.3% | $197,124-26.0% | $137,256+6.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.14% | 48.09%-43.9pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $37,284 | $6,591+465.7% | $6,227+498.7% | $4,156+797.1% |
| Participant deferral / active EE | $15,667 | $9,614+63.0% | $9,135+71.5% | $6,407+144.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |