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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 | $193,586 | $175,231+10.5% | $149,696+29.3% | $139,466+38.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.71% | 166.77%-157.1pp | 134.46%-124.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $11,482 | $5,478+109.6% | $4,821+138.2% | $4,754+141.5% |
| Participant deferral / active EE | $8,450 | $6,521+29.6% | $5,682+48.7% | $6,712+25.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |