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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 | $65,330 | $148,558-56.0% | $135,925-51.9% | $139,427-53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.96% | 79.22%-74.3pp | 68.25%-63.3pp | 373.27%-368.3pp |
| Employer contribution / active EE | $5,530 | $5,244+5.5% | $4,857+13.9% | $4,752+16.4% |
| Participant deferral / active EE | $8,000 | $8,101-1.2% | $7,759+3.1% | $6,711+19.2% |
| Admin fee / account holder | $61 | $12,401-99.5% | $10,764-99.4% | $11,404-99.5% |