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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 | $56,459 | $183,516-69.2% | $155,534-63.7% | $145,884-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.02% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $3,520 | $5,315-33.8% | $4,675-24.7% | $4,662-24.5% |
| Participant deferral / active EE | $10,735 | $6,467+66.0% | $5,630+90.7% | $6,690+60.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |