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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 | $93,696 | $99,921-6.2% | $85,009+10.2% | $145,959-35.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.17% | 83.89%-79.7pp | 66.47%-62.3pp | 561.95%-557.8pp |
| Employer contribution / active EE | $13,973 | $3,233+332.2% | $2,728+412.2% | $4,661+199.8% |
| Participant deferral / active EE | $7,667 | $5,293+44.9% | $4,522+69.6% | $6,689+14.6% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |