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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 | $40,130 | $148,629-73.0% | $135,982-70.5% | $139,487-71.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.00% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $16,664 | $5,247+217.6% | $4,859+243.0% | $4,755+250.5% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $267 | $12,406-97.9% | $10,767-97.5% | $11,407-97.7% |