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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 | $204,136 | $115,796+76.3% | $101,264+101.6% | $158,950+28.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.13% | 56.15%-52.0pp | 46.48%-42.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $22,110 | $4,175+429.6% | $3,660+504.1% | $4,762+364.3% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,370+494.9% | $5,983+334.6% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |