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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 | $198,307 | $157,304+26.1% | $141,197+40.4% | $152,909+29.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | -6.35% | 64.34%-70.7pp | 71.41%-77.8pp | 345.46%-351.8pp |
| Employer contribution / active EE | $9,751 | $5,263+85.3% | $4,736+105.9% | $4,764+104.7% |
| Participant deferral / active EE | $9,316 | $7,111+31.0% | $6,710+38.8% | $5,851+59.2% |
| Admin fee / account holder | $165 | $12,126-98.6% | $10,265-98.4% | $11,601-98.6% |