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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 | $122,700 | $112,131+9.4% | $95,964+27.9% | $158,982-22.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.67% | 171.19%-165.5pp | 91.64%-86.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $4,389 | $3,199+37.2% | $2,541+72.7% | $4,763-7.8% |
| Participant deferral / active EE | $16,840 | $4,784+252.0% | $4,167+304.1% | $5,983+181.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |