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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 | $148,732 | $103,000+44.4% | $90,300+64.7% | $152,885-2.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.86% | 95.19%-86.3pp | 78.11%-69.3pp | 345.39%-336.5pp |
| Employer contribution / active EE | $10,107 | $3,138+222.0% | $2,854+254.1% | $4,763+112.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |