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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 | $190,064 | $217,432-12.6% | $185,849+2.3% | $167,536+13.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.77% | 148.42%-144.6pp | 122.10%-118.3pp | 478.82%-475.0pp |
| Employer contribution / active EE | $9,235 | $5,875+57.2% | $5,169+78.7% | $4,839+90.8% |
| Participant deferral / active EE | $5,211 | $6,357-18.0% | $5,569-6.4% | $6,342-17.8% |
| Admin fee / account holder | $68 | $19,818-99.7% | $16,244-99.6% | $12,315-99.4% |