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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 | $126,054 | $172,111-26.8% | $150,298-16.1% | $137,256-8.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.49% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,569 | $4,636-66.2% | $4,154-62.2% | $4,156-62.3% |
| Participant deferral / active EE | $12,028 | $6,166+95.1% | $5,453+120.6% | $6,407+87.7% |
| Admin fee / account holder | $6 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |