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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 | $151,427 | $114,119+32.7% | $107,187+41.3% | $138,895+9.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.61% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,886 | $4,059-53.5% | $3,782-50.1% | $4,194-55.0% |
| Participant deferral / active EE | $9,750 | $5,538+76.1% | $5,096+91.3% | $6,396+52.4% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |