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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 | $173,379 | $112,915+53.5% | $90,965+90.6% | $158,950+9.1% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 4.56% | 215.75%-211.2pp | 134.57%-130.0pp | 302.91%-298.4pp |
| Employer contribution / active EE | $10,361 | $2,894+258.0% | $2,122+388.2% | $4,762+117.6% |
| Participant deferral / active EE | $6,480 | $4,128+57.0% | $3,373+92.1% | $5,983+8.3% |
| Admin fee / account holder | $59 | $8,044-99.3% | $5,960-99.0% | $11,248-99.5% |