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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 | $199,893 | $107,363+86.2% | $92,909+115.1% | $152,897+30.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.07% | 145.63%-141.6pp | 109.44%-105.4pp | 345.43%-341.4pp |
| Employer contribution / active EE | $9,305 | $4,222+120.4% | $3,653+154.7% | $4,764+95.3% |
| Participant deferral / active EE | $6,468 | $4,848+33.4% | $4,238+52.6% | $5,851+10.5% |
| Admin fee / account holder | $224 | $7,082-96.8% | $5,795-96.1% | $11,599-98.1% |