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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 | $187,782 | $105,856+77.4% | $90,161+108.3% | $147,586+27.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.80% | 37.63%-33.8pp | 34.89%-31.1pp | 578.59%-574.8pp |
| Employer contribution / active EE | $10,574 | $4,126+156.3% | $3,318+218.7% | $4,876+116.8% |
| Participant deferral / active EE | $10,225 | $5,733+78.4% | $5,287+93.4% | $5,439+88.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |