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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 | $140,574 | $183,627-23.4% | $155,602-9.7% | $145,978-3.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.91% | 61.32%-56.4pp | 64.81%-59.9pp | 550.52%-545.6pp |
| Employer contribution / active EE | $1,030 | $5,316-80.6% | $4,675-78.0% | $4,662-77.9% |
| Participant deferral / active EE | $6,490 | $6,466+0.4% | $5,629+15.3% | $6,690-3.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |