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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 | $180,065 | $197,637-8.9% | $177,848+1.2% | $158,982+13.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.54% | 58.77%-58.2pp | 48.33%-47.8pp | 302.99%-302.4pp |
| Employer contribution / active EE | $13,424 | $6,698+100.4% | $5,919+126.8% | $4,763+181.9% |
| Participant deferral / active EE | $11,909 | $8,405+41.7% | $7,714+54.4% | $5,983+99.0% |
| Admin fee / account holder | $11 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |