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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 | $126,809 | $107,368+18.1% | $92,915+36.5% | $152,909-17.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.49% | 145.64%-141.2pp | 109.45%-105.0pp | 345.46%-341.0pp |
| Employer contribution / active EE | $8,599 | $4,222+103.6% | $3,653+135.4% | $4,764+80.5% |
| Participant deferral / active EE | $2,398 | $4,848-50.5% | $4,238-43.4% | $5,851-59.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |