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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 | $82,943 | $209,425-60.4% | $178,499-53.5% | $158,966-47.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 4.08% | 188.80%-184.7pp | 151.10%-147.0pp | 302.95%-298.9pp |
| Employer contribution / active EE | $1,664 | $5,707-70.8% | $5,011-66.8% | $4,762-65.1% |
| Participant deferral / active EE | $5,994 | $5,955+0.6% | $5,202+15.2% | $5,983+0.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |