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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 | $160,256 | $98,776+62.2% | $149,745+7.0% | $79,856+100.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.29% | 27.38%-17.1pp | 276.72%-266.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $4,001 | $3,217+24.3% | $4,646-13.9% | $2,471+61.9% |
| Participant deferral / active EE | $5,651 | $5,681-0.5% | $6,843-17.4% | $3,741+51.1% |
| Admin fee / account holder | $126 | $6,053-97.9% | $9,312-98.7% | $5,306-97.6% |