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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 | $240,815 | $183,592+31.2% | $155,567+54.8% | $145,959+65.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $7,051 | $5,315+32.7% | $4,674+50.8% | $4,661+51.3% |
| Participant deferral / active EE | $9,433 | $6,464+45.9% | $5,628+67.6% | $6,689+41.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |