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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 | $173,244 | $134,817+28.5% | $123,973+39.7% | $155,188+11.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 3.01% | 515.49%-512.5pp | 388.13%-385.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $20,169 | $4,425+355.8% | $4,126+388.9% | $4,248+374.8% |
| Participant deferral / active EE | $13,900 | $5,706+143.6% | $5,247+164.9% | $6,531+112.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |