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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 | $115,814+76.3% | $101,275+101.6% | $158,982+28.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.13% | 56.16%-52.0pp | 46.48%-42.4pp | 302.99%-298.9pp |
| Employer contribution / active EE | $22,110 | $4,176+429.5% | $3,660+504.1% | $4,763+364.2% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |