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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 | $139,208 | $108,897+27.8% | $100,378+38.7% | $145,877-4.6% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 8.91% | 58.17%-49.3pp | 49.41%-40.5pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,310 | $4,420-25.1% | $3,942-16.0% | $4,663-29.0% |
| Participant deferral / active EE | $11,445 | $8,455+35.4% | $8,087+41.5% | $6,691+71.1% |
| Admin fee / account holder | $126 | $9,690-98.7% | $7,899-98.4% | $13,402-99.1% |