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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 | $228,851 | $103,000+122.2% | $90,300+153.4% | $152,885+49.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.39% | 95.19%-85.8pp | 78.11%-68.7pp | 345.39%-336.0pp |
| Employer contribution / active EE | $38,329 | $3,138+1121.3% | $2,854+1242.9% | $4,763+704.7% |
| 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% |