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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 | $138,079 | $217,427-36.5% | $185,837-25.7% | $167,518-17.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.93% | 148.39%-143.5pp | 122.08%-117.1pp | 478.71%-473.8pp |
| Employer contribution / active EE | $3,586 | $5,874-39.0% | $5,168-30.6% | $4,838-25.9% |
| Participant deferral / active EE | $6,897 | $6,357+8.5% | $5,568+23.9% | $6,342+8.8% |
| Admin fee / account holder | $158 | $19,816-99.2% | $16,241-99.0% | $12,312-98.7% |