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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 | $77,724 | $157,304-50.6% | $141,197-45.0% | $152,909-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.21% | 64.34%-56.1pp | 71.41%-63.2pp | 345.46%-337.3pp |
| Employer contribution / active EE | $14,457 | $5,263+174.7% | $4,736+205.2% | $4,764+203.5% |
| Participant deferral / active EE | $14,196 | $7,111+99.6% | $6,710+111.5% | $5,851+142.6% |
| Admin fee / account holder | $78 | $12,126-99.4% | $10,265-99.2% | $11,601-99.3% |