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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 | $176,016 | $166,268+5.9% | $165,100+6.6% | $145,897+20.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.71% | 100.52%-95.8pp | 70.21%-65.5pp | 552.29%-547.6pp |
| Employer contribution / active EE | $4,365 | $5,284-17.4% | $4,348+0.4% | $4,663-6.4% |
| Participant deferral / active EE | $7,625 | $6,964+9.5% | $6,035+26.3% | $6,689+14.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |