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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 | $118,588 | $88,778+33.6% | $81,844+44.9% | $145,884-18.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.15% | 1033.03%-1024.9pp | 778.87%-770.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $3,345 | $3,087+8.4% | $2,916+14.7% | $4,662-28.3% |
| Participant deferral / active EE | $11,450 | $4,648+146.3% | $4,323+164.8% | $6,690+71.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |