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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 | $71,695 | $88,702-19.2% | $81,780-12.3% | $145,978-50.9% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 7.35% | 1029.12%-1021.8pp | 776.27%-768.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $5,455 | $3,084+76.8% | $2,914+87.2% | $4,662+17.0% |
| Participant deferral / active EE | $4,016 | $4,645-13.5% | $4,321-7.0% | $6,690-40.0% |
| Admin fee / account holder | $8 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |