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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 | $249,415 | $157,296+58.6% | $141,191+76.7% | $152,897+63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.84% | 64.34%-54.5pp | 71.41%-61.6pp | 345.43%-335.6pp |
| Employer contribution / active EE | $7,166 | $5,262+36.2% | $4,736+51.3% | $4,764+50.4% |
| Participant deferral / active EE | $17,072 | $7,111+140.1% | $6,710+154.4% | $5,851+191.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |