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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 | $197,517 | $157,304+25.6% | $141,197+39.9% | $152,909+29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.66% | 64.34%-50.7pp | 71.41%-57.7pp | 345.46%-331.8pp |
| Employer contribution / active EE | $12,674 | $5,263+140.8% | $4,736+167.6% | $4,764+166.1% |
| Participant deferral / active EE | $7,574 | $7,111+6.5% | $6,710+12.9% | $5,851+29.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |