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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 | $171,894 | $134,001+28.3% | $112,258+53.1% | $134,509+27.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.09% | 47.15%-69.2pp | 27.47%-49.6pp | 418.13%-440.2pp |
| Employer contribution / active EE | $14,594 | $4,039+261.3% | $3,636+301.4% | $4,741+207.9% |
| Participant deferral / active EE | $17,844 | $5,291+237.2% | $4,728+277.4% | $6,400+178.8% |
| Admin fee / account holder | $7 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |