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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 | $69,839 | $124,346-43.8% | $111,308-37.3% | $167,536-58.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.87% | 37.45%-32.6pp | 54.67%-49.8pp | 478.82%-473.9pp |
| Employer contribution / active EE | $4,389 | $3,437+27.7% | $2,732+60.7% | $4,839-9.3% |
| Participant deferral / active EE | $11,306 | $5,182+118.2% | $4,487+152.0% | $6,342+78.3% |
| Admin fee / account holder | $171 | $10,621-98.4% | $7,965-97.8% | $12,315-98.6% |