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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 | $105,333 | $111,785-5.8% | $93,669+12.5% | $145,877-27.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 7.06% | 203.79%-196.7pp | 133.59%-126.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $13,049 | $3,096+321.5% | $2,424+438.4% | $4,663+179.8% |
| Participant deferral / active EE | $8,923 | $4,919+81.4% | $4,416+102.1% | $6,691+33.4% |
| Admin fee / account holder | $106 | $10,256-99.0% | $8,291-98.7% | $13,402-99.2% |