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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 | $199,413 | $175,259+13.8% | $149,723+33.2% | $139,487+43.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.39% | 166.82%-157.4pp | 134.50%-125.1pp | 373.84%-364.5pp |
| Employer contribution / active EE | $1,218 | $5,478-77.8% | $4,821-74.7% | $4,755-74.4% |
| Participant deferral / active EE | $10,533 | $6,522+61.5% | $5,682+85.4% | $6,713+56.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |