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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 | $125,861 | $111,830+12.5% | $93,696+34.3% | $145,884-13.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 5.15% | 204.08%-198.9pp | 133.74%-128.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,720 | $3,093-44.4% | $2,422-29.0% | $4,662-63.1% |
| Participant deferral / active EE | $6,100 | $4,920+24.0% | $4,417+38.1% | $6,690-8.8% |
| Admin fee / account holder | $97 | $10,249-99.1% | $8,287-98.8% | $13,392-99.3% |