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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 | $172,638 | $157,270+9.8% | $141,173+22.3% | $152,870+12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.18% | 64.33%-55.1pp | 71.40%-62.2pp | 345.34%-336.2pp |
| Employer contribution / active EE | $13,501 | $5,261+156.6% | $4,735+185.1% | $4,763+183.5% |
| Participant deferral / active EE | $9,630 | $7,110+35.4% | $6,710+43.5% | $5,850+64.6% |
| Admin fee / account holder | $17 | $12,121-99.9% | $10,262-99.8% | $11,597-99.9% |