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 | $192,049 | $168,636+13.9% | $147,618+30.1% | $125,389+53.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -24.68% | 77.65%-102.3pp | 61.98%-86.7pp | 282.24%-306.9pp |
| Employer contribution / active EE | $6,645 | $6,252+6.3% | $5,564+19.4% | $4,866+36.5% |
| Participant deferral / active EE | $16,000 | $5,507+190.6% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $0 | $13,581-100.0% | $11,612-100.0% | $9,541-100.0% |