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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 | $136,066 | $183,627-25.9% | $155,602-12.6% | $145,978-6.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.75% | 61.32%-53.6pp | 64.81%-57.1pp | 550.52%-542.8pp |
| Employer contribution / active EE | $16,690 | $5,316+213.9% | $4,675+257.0% | $4,662+258.0% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.2% | $6,690-14.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |