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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 | $108,899 | $91,198+19.4% | $178,503-39.0% | $79,856+36.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.77% | 24.20%-14.4pp | 151.12%-141.4pp | 31.71%-21.9pp |
| Employer contribution / active EE | $8,274 | $3,257+154.1% | $5,011+65.1% | $2,471+234.8% |
| Participant deferral / active EE | $2,009 | $3,237-37.9% | $5,202-61.4% | $3,741-46.3% |
| Admin fee / account holder | $228 | $6,748-96.6% | $13,987-98.4% | $5,306-95.7% |