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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 | $225,620 | $202,440+11.5% | $169,390+33.2% | $139,466+61.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 1.34% | 532.36%-531.0pp | 406.07%-404.7pp | 373.66%-372.3pp |
| Employer contribution / active EE | $1,883 | $4,693-59.9% | $4,013-53.1% | $4,754-60.4% |
| Participant deferral / active EE | $10,123 | $6,940+45.9% | $6,222+62.7% | $6,712+50.8% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |