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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 | $73,564 | $176,105-58.2% | $159,474-53.9% | $167,536-56.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.02% | 331.91%-330.9pp | 263.68%-262.7pp | 478.82%-477.8pp |
| Employer contribution / active EE | $6,208 | $5,299+17.2% | $4,831+28.5% | $4,839+28.3% |
| Participant deferral / active EE | $7,388 | $7,751-4.7% | $7,353+0.5% | $6,342+16.5% |
| Admin fee / account holder | $226 | $12,559-98.2% | $10,802-97.9% | $12,315-98.2% |