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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 | $199,794 | $176,077+13.5% | $159,455+25.3% | $167,518+19.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.76% | 331.83%-325.1pp | 263.63%-256.9pp | 478.71%-471.9pp |
| Employer contribution / active EE | $2,228 | $5,298-57.9% | $4,830-53.9% | $4,838-54.0% |
| Participant deferral / active EE | $18,442 | $7,751+137.9% | $7,353+150.8% | $6,342+190.8% |
| Admin fee / account holder | $30 | $12,556-99.8% | $10,800-99.7% | $12,312-99.8% |