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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 | $103,857 | $157,296-34.0% | $141,191-26.4% | $152,897-32.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.74% | 64.34%-50.6pp | 71.41%-57.7pp | 345.43%-331.7pp |
| Employer contribution / active EE | $14,433 | $5,262+174.3% | $4,736+204.8% | $4,764+203.0% |
| Participant deferral / active EE | $7,506 | $7,111+5.6% | $6,710+11.9% | $5,851+28.3% |
| Admin fee / account holder | $47 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |