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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 | $126,996 | $115,814+9.7% | $101,275+25.4% | $158,982-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.09% | 56.16%-51.1pp | 46.48%-41.4pp | 302.99%-297.9pp |
| Employer contribution / active EE | $2,285 | $4,176-45.3% | $3,660-37.6% | $4,763-52.0% |
| Participant deferral / active EE | $6,234 | $4,958+25.7% | $4,371+42.6% | $5,983+4.2% |
| Admin fee / account holder | $36 | $7,249-99.5% | $5,948-99.4% | $11,252-99.7% |