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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 | $142,779 | $112,131+27.3% | $95,964+48.8% | $158,982-10.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 0.27% | 171.19%-170.9pp | 91.64%-91.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $4,897 | $3,199+53.1% | $2,541+92.7% | $4,763+2.8% |
| Participant deferral / active EE | $7,860 | $4,784+64.3% | $4,167+88.6% | $5,983+31.4% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |