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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 | $183,577 | $107,353+71.0% | $92,903+97.6% | $152,885+20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.48% | 145.62%-139.1pp | 109.43%-103.0pp | 345.39%-338.9pp |
| Employer contribution / active EE | $12,000 | $4,222+184.2% | $3,653+228.5% | $4,763+151.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75 | $7,081-98.9% | $5,795-98.7% | $11,598-99.3% |