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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 | $101,796 | $103,038-1.2% | $90,324+12.7% | $152,909-33.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.10% | 95.25%-93.2pp | 78.15%-76.0pp | 345.46%-343.4pp |
| Employer contribution / active EE | $23,303 | $3,141+642.0% | $2,856+716.0% | $4,764+389.2% |
| Participant deferral / active EE | $21,500 | $4,282+402.1% | $3,885+453.4% | $5,851+267.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |