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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 | $129,992 | $175,259-25.8% | $149,723-13.2% | $139,487-6.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.82% | 166.82%-158.0pp | 134.50%-125.7pp | 373.84%-365.0pp |
| Employer contribution / active EE | $11,656 | $5,478+112.8% | $4,821+141.8% | $4,755+145.1% |
| Participant deferral / active EE | $5,429 | $6,522-16.8% | $5,682-4.5% | $6,713-19.1% |
| Admin fee / account holder | $57 | $16,158-99.6% | $13,215-99.6% | $11,407-99.5% |