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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 | $111,787+62.8% | $93,681+94.3% | $145,978+24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.09% | 203.52%-196.4pp | 133.47%-126.4pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,505 | $3,093-19.0% | $2,422+3.4% | $4,662-46.3% |
| Participant deferral / active EE | $6,268 | $4,918+27.5% | $4,415+42.0% | $6,690-6.3% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,290-99.2% | $13,400-99.5% |