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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 | $110,834 | $176,105-37.1% | $159,474-30.5% | $167,536-33.8% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 7.86% | 331.91%-324.1pp | 263.68%-255.8pp | 478.82%-471.0pp |
| Employer contribution / active EE | $3,869 | $5,299-27.0% | $4,831-19.9% | $4,839-20.0% |
| Participant deferral / active EE | $4,413 | $7,751-43.1% | $7,353-40.0% | $6,342-30.4% |
| Admin fee / account holder | $33 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |