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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 | $189,019 | $157,304+20.2% | $141,197+33.9% | $152,909+23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.11% | 64.34%-59.2pp | 71.41%-66.3pp | 345.46%-340.4pp |
| Employer contribution / active EE | $3,353 | $5,263-36.3% | $4,736-29.2% | $4,764-29.6% |
| Participant deferral / active EE | $9,316 | $7,111+31.0% | $6,710+38.8% | $5,851+59.2% |
| Admin fee / account holder | $135 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |