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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 | $48,163 | $183,592-73.8% | $155,567-69.0% | $145,959-67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.26% | 61.24%-55.0pp | 64.74%-58.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $3,666 | $5,315-31.0% | $4,674-21.6% | $4,661-21.3% |
| Participant deferral / active EE | $12,829 | $6,464+98.5% | $5,628+128.0% | $6,689+91.8% |
| Admin fee / account holder | $299 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |