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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 | $54,607 | $157,276-65.3% | $141,177-61.3% | $152,885-64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.59% | 64.33%-59.7pp | 71.40%-66.8pp | 345.39%-340.8pp |
| Employer contribution / active EE | $8,949 | $5,262+70.1% | $4,736+89.0% | $4,763+87.9% |
| Participant deferral / active EE | $10,799 | $7,110+51.9% | $6,710+60.9% | $5,851+84.6% |
| Admin fee / account holder | $261 | $12,123-97.8% | $10,263-97.5% | $11,598-97.8% |