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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 | $111,305 | $176,077-36.8% | $159,455-30.2% | $167,518-33.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.81% | 331.83%-331.0pp | 263.63%-262.8pp | 478.71%-477.9pp |
| Employer contribution / active EE | $2,647 | $5,298-50.0% | $4,830-45.2% | $4,838-45.3% |
| Participant deferral / active EE | $13,090 | $7,751+68.9% | $7,353+78.0% | $6,342+106.4% |
| Admin fee / account holder | $267 | $12,556-97.9% | $10,800-97.5% | $12,312-97.8% |