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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 | $165,400 | $108,911+51.9% | $100,392+64.8% | $145,884+13.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.98% | 58.23%-49.2pp | 49.45%-40.5pp | 551.85%-542.9pp |
| Employer contribution / active EE | $12,241 | $4,420+177.0% | $3,941+210.6% | $4,662+162.6% |
| Participant deferral / active EE | $6,121 | $8,459-27.6% | $8,090-24.3% | $6,690-8.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |