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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 | $123,268 | $103,392+19.2% | $87,104+41.5% | $152,897-19.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $25,127 | $3,221+680.1% | $2,521+896.5% | $4,764+427.5% |
| Participant deferral / active EE | $16,667 | $4,778+248.8% | $4,048+311.7% | $5,851+184.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |