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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 | $221,190 | $185,905+19.0% | $170,057+30.1% | $139,487+58.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.92% | 60.56%-54.6pp | 53.42%-47.5pp | 373.84%-367.9pp |
| Employer contribution / active EE | $30,401 | $7,597+300.2% | $6,790+347.7% | $4,755+539.4% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |