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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 | $103,930 | $109,372-5.0% | $89,414+16.2% | $158,966-34.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 0.76% | 345.55%-344.8pp | 245.50%-244.7pp | 302.95%-302.2pp |
| Employer contribution / active EE | $3,497 | $3,171+10.3% | $2,586+35.2% | $4,762-26.6% |
| Participant deferral / active EE | $8,298 | $4,598+80.5% | $3,890+113.3% | $5,983+38.7% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |