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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 | $128,990 | $157,304-18.0% | $141,197-8.6% | $152,909-15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.18% | 64.34%-51.2pp | 71.41%-58.2pp | 345.46%-332.3pp |
| Employer contribution / active EE | $1,009 | $5,263-80.8% | $4,736-78.7% | $4,764-78.8% |
| Participant deferral / active EE | $14,762 | $7,111+107.6% | $6,710+120.0% | $5,851+152.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |