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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 | $113,709 | $100,139+13.6% | $85,187+33.5% | $145,884-22.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 5.50% | 84.15%-78.7pp | 66.67%-61.2pp | 551.85%-546.4pp |
| Employer contribution / active EE | $7,415 | $3,238+129.0% | $2,732+171.4% | $4,662+59.0% |
| Participant deferral / active EE | $7,568 | $5,296+42.9% | $4,525+67.3% | $6,690+13.1% |
| Admin fee / account holder | $251 | $7,262-96.5% | $6,162-95.9% | $13,392-98.1% |