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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 | $133,659 | $166,131-19.5% | $164,975-19.0% | $145,877-8.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.94% | 100.37%-93.4pp | 70.12%-63.2pp | 551.28%-544.3pp |
| Employer contribution / active EE | $10,018 | $5,276+89.9% | $4,343+130.7% | $4,663+114.8% |
| Participant deferral / active EE | $28,000 | $6,962+302.2% | $6,033+364.1% | $6,691+318.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |