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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 | $105,532 | $157,304-32.9% | $141,197-25.3% | $152,909-31.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 12.38% | 64.34%-52.0pp | 71.41%-59.0pp | 345.46%-333.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,694 | $7,111-62.1% | $6,710-59.9% | $5,851-54.0% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |