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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 | $181,347 | $108,882+66.6% | $96,754+87.4% | $154,746+17.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.25% | 98.39%-90.1pp | 82.04%-73.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $11,030 | $3,018+265.4% | $2,679+311.7% | $4,379+151.9% |
| Participant deferral / active EE | $26,000 | $5,323+388.5% | $4,758+446.4% | $6,730+286.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |