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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 | $209,506 | $217,432-3.6% | $185,849+12.7% | $167,536+25.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.74% | 148.42%-147.7pp | 122.10%-121.4pp | 478.82%-478.1pp |
| Employer contribution / active EE | $7,883 | $5,875+34.2% | $5,169+52.5% | $4,839+62.9% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,569-22.2% | $6,342-31.7% |
| Admin fee / account holder | $11 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |