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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 | $143,577 | $176,105-18.5% | $159,474-10.0% | $167,536-14.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.62% | 331.91%-322.3pp | 263.68%-254.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $10,830 | $5,299+104.4% | $4,831+124.2% | $4,839+123.8% |
| Participant deferral / active EE | $5,549 | $7,751-28.4% | $7,353-24.5% | $6,342-12.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |