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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 | $100,203-6.5% | $85,240+9.9% | $145,897-35.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.17% | 84.28%-80.1pp | 66.75%-62.6pp | 552.29%-548.1pp |
| Employer contribution / active EE | $13,973 | $3,242+331.0% | $2,735+410.9% | $4,663+199.7% |
| Participant deferral / active EE | $7,667 | $5,299+44.7% | $4,527+69.3% | $6,689+14.6% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |