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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 | $51,237 | $209,336-75.5% | $197,124-74.0% | $137,256-62.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.87% | 48.09%-44.2pp | 44.34%-40.5pp | 220.34%-216.5pp |
| Employer contribution / active EE | $13,430 | $6,591+103.8% | $6,227+115.7% | $4,156+223.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $264 | $17,308-98.5% | $16,298-98.4% | $12,270-97.8% |