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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 | $102,294 | $175,259-41.6% | $149,723-31.7% | $139,487-26.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.08% | 166.82%-159.7pp | 134.50%-127.4pp | 373.84%-366.8pp |
| Employer contribution / active EE | $8,976 | $5,478+63.8% | $4,821+86.2% | $4,755+88.8% |
| Participant deferral / active EE | $6,583 | $6,522+0.9% | $5,682+15.9% | $6,713-1.9% |
| Admin fee / account holder | $299 | $16,158-98.1% | $13,215-97.7% | $11,407-97.4% |