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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 | $61,185 | $157,276-61.1% | $141,177-56.7% | $152,885-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.82% | 64.33%-63.5pp | 71.40%-70.6pp | 345.39%-344.6pp |
| Employer contribution / active EE | $19,000 | $5,262+261.1% | $4,736+301.2% | $4,763+298.9% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |