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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 | $158,199 | $165,361-4.3% | $149,715+5.7% | $158,950-0.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.86% | 348.24%-341.4pp | 276.66%-269.8pp | 302.91%-296.1pp |
| Employer contribution / active EE | $1,891 | $5,103-62.9% | $4,645-59.3% | $4,762-60.3% |
| Participant deferral / active EE | $5,995 | $7,182-16.5% | $6,842-12.4% | $5,983+0.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |