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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 | $135,425 | $107,363+26.1% | $92,909+45.8% | $152,897-11.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 8.57% | 145.63%-137.1pp | 109.44%-100.9pp | 345.43%-336.9pp |
| Employer contribution / active EE | $1,456 | $4,222-65.5% | $3,653-60.1% | $4,764-69.4% |
| Participant deferral / active EE | $5,767 | $4,848+19.0% | $4,238+36.1% | $5,851-1.4% |
| Admin fee / account holder | $51 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |