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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 | $120,956 | $165,912-27.1% | $122,342-1.1% | $147,585-18.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.55% | 34.55%-29.0pp | 30.28%-24.7pp | 578.57%-573.0pp |
| Employer contribution / active EE | $7,625 | $5,754+32.5% | $4,051+88.2% | $4,876+56.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $91 | $7,424-98.8% | $5,478-98.3% | $10,885-99.2% |