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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 | $108,774 | $84,149+29.3% | $76,080+43.0% | $167,536-35.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 6.91% | 54.99%-48.1pp | 42.50%-35.6pp | 478.82%-471.9pp |
| Employer contribution / active EE | $5,273 | $4,618+14.2% | $3,962+33.1% | $4,839+9.0% |
| Participant deferral / active EE | $2,088 | $5,796-64.0% | $4,905-57.4% | $6,342-67.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,315-100.0% |