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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 | $87,524 | $129,737-32.5% | $119,126-26.5% | $154,746-43.4% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 8.98% | 379.08%-370.1pp | 282.11%-273.1pp | 172.34%-163.4pp |
| Employer contribution / active EE | $8,854 | $4,375+102.4% | $4,034+119.5% | $4,379+102.2% |
| Participant deferral / active EE | $8,124 | $5,842+39.1% | $5,318+52.8% | $6,730+20.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |