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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 | $145,854 | $124,346+17.3% | $111,306+31.0% | $167,553-13.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.91% | 37.46%-36.6pp | 54.67%-53.8pp | 478.89%-478.0pp |
| Employer contribution / active EE | $13,285 | $3,438+286.4% | $2,732+386.3% | $4,840+174.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |