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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 | $76,482 | $84,708-9.7% | $75,714+1.0% | $167,536-54.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.18% | 199.62%-190.4pp | 104.62%-95.4pp | 478.82%-469.6pp |
| Employer contribution / active EE | $6,562 | $3,231+103.1% | $2,744+139.2% | $4,839+35.6% |
| Participant deferral / active EE | $6,991 | $4,577+52.7% | $3,820+83.0% | $6,342+10.2% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |