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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 | $247,461 | $165,381+49.6% | $149,730+65.3% | $158,966+55.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.27% | 348.29%-344.0pp | 276.70%-272.4pp | 302.95%-298.7pp |
| Employer contribution / active EE | $1,540 | $5,104-69.8% | $4,645-66.8% | $4,762-67.7% |
| Participant deferral / active EE | $4,800 | $7,182-33.2% | $6,843-29.9% | $5,983-19.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |