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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 | $50,760 | $168,636-69.9% | $147,618-65.6% | $125,388-59.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.00% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $11,209 | $6,252+79.3% | $5,565+101.4% | $4,866+130.4% |
| Participant deferral / active EE | $9,678 | $5,507+75.7% | $4,895+97.7% | $5,352+80.8% |
| Admin fee / account holder | $251 | $13,580-98.1% | $11,612-97.8% | $9,541-97.4% |