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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 | $117,389 | $159,934-26.6% | $147,005-20.1% | $145,959-19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.76% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $13,356 | $5,287+152.6% | $4,934+170.7% | $4,661+186.6% |
| Participant deferral / active EE | $7,058 | $8,427-16.2% | $8,070-12.5% | $6,689+5.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |