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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 | $84,113 | $162,136-48.1% | $152,301-44.8% | $154,746-45.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.51% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $6,544 | $4,890+33.8% | $4,624+41.5% | $4,379+49.4% |
| Participant deferral / active EE | $12,840 | $8,341+53.9% | $8,004+60.4% | $6,730+90.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |