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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 | $115,736 | $103,038+12.3% | $90,324+28.1% | $152,909-24.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.71% | 95.25%-88.5pp | 78.15%-71.4pp | 345.46%-338.8pp |
| Employer contribution / active EE | $5,222 | $3,141+66.3% | $2,856+82.9% | $4,764+9.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $255 | $6,177-95.9% | $5,356-95.2% | $11,601-97.8% |