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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 | $144,447 | $157,296-8.2% | $141,191+2.3% | $152,897-5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.96% | 64.34%-63.4pp | 71.41%-70.4pp | 345.43%-344.5pp |
| Employer contribution / active EE | $26,085 | $5,262+395.7% | $4,736+450.8% | $4,764+447.6% |
| Participant deferral / active EE | $3,000 | $7,111-57.8% | $6,710-55.3% | $5,851-48.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |