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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 | $126,289 | $104,924+20.4% | $84,623+49.2% | $152,885-17.4% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.5%+10.9pp |
| Annual return | 7.27% | 373.82%-366.5pp | 258.77%-251.5pp | 345.39%-338.1pp |
| Employer contribution / active EE | $944 | $3,302-71.4% | $2,652-64.4% | $4,763-80.2% |
| Participant deferral / active EE | $7,210 | $4,689+53.8% | $3,899+84.9% | $5,851+23.2% |
| Admin fee / account holder | $8 | $6,242-99.9% | $4,913-99.8% | $11,598-99.9% |