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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 | $147,734 | $88,702+66.6% | $81,780+80.6% | $145,978+1.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.32% | 1029.12%-1019.8pp | 776.27%-767.0pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,609 | $3,084-15.4% | $2,914-10.5% | $4,662-44.0% |
| Participant deferral / active EE | $11,628 | $4,645+150.3% | $4,321+169.1% | $6,690+73.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |