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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 | $127,502 | $148,623-14.2% | $135,974-6.2% | $139,466-8.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.65% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $8,964 | $5,246+70.9% | $4,859+84.5% | $4,754+88.6% |
| Participant deferral / active EE | $9,467 | $8,103+16.8% | $7,760+22.0% | $6,712+41.0% |
| Admin fee / account holder | $53 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |