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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 | $117,669 | $99,652+18.1% | $78,778+49.4% | $147,585-20.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.24% | 47.28%-42.0pp | 35.62%-30.4pp | 578.57%-573.3pp |
| Employer contribution / active EE | $13,875 | $2,796+396.3% | $1,986+598.8% | $4,876+184.5% |
| Participant deferral / active EE | $18,000 | $3,664+391.3% | $2,958+508.5% | $5,439+231.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |