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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 | $182,428 | $115,814+57.5% | $101,275+80.1% | $158,982+14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.57% | 56.16%-51.6pp | 46.48%-41.9pp | 302.99%-298.4pp |
| Employer contribution / active EE | $9,705 | $4,176+132.4% | $3,660+165.2% | $4,763+103.8% |
| Participant deferral / active EE | $11,063 | $4,958+123.1% | $4,371+153.1% | $5,983+84.9% |
| Admin fee / account holder | $26 | $7,249-99.6% | $5,948-99.6% | $11,252-99.8% |