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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 | $243,573 | $226,090+7.7% | $182,531+33.4% | $152,885+59.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.29% | 192.57%-185.3pp | 148.57%-141.3pp | 345.39%-338.1pp |
| Employer contribution / active EE | $6,100 | $4,978+22.5% | $4,075+49.7% | $4,763+28.1% |
| Participant deferral / active EE | $14,667 | $6,369+130.3% | $5,525+165.5% | $5,851+150.7% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |