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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 | $59,344 | $183,627-67.7% | $155,602-61.9% | $145,978-59.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 7.76% | 61.32%-53.6pp | 64.81%-57.1pp | 550.52%-542.8pp |
| Employer contribution / active EE | $13,961 | $5,316+162.6% | $4,675+198.6% | $4,662+199.5% |
| Participant deferral / active EE | $11,687 | $6,466+80.8% | $5,629+107.6% | $6,690+74.7% |
| Admin fee / account holder | $1 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |