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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 | $182,021 | $111,878+62.7% | $93,727+94.2% | $145,897+24.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.09% | 204.28%-197.2pp | 133.83%-126.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,505 | $3,092-19.0% | $2,421+3.5% | $4,663-46.3% |
| Participant deferral / active EE | $6,268 | $4,920+27.4% | $4,417+41.9% | $6,689-6.3% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,292-99.2% | $13,390-99.5% |