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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 | $122,614 | $91,559+33.9% | $133,959-8.5% | $79,858+53.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.18% | 61.85%-57.7pp | 45.09%-40.9pp | 31.72%-27.5pp |
| Employer contribution / active EE | $12,069 | $2,384+406.3% | $3,919+208.0% | $2,471+388.4% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $6,321-98.9% | $8,928-99.2% | $5,306-98.7% |