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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 | $189,509 | $226,135-16.2% | $182,558+3.8% | $152,909+23.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.15% | 192.60%-186.5pp | 148.59%-142.4pp | 345.46%-339.3pp |
| Employer contribution / active EE | $20,388 | $4,979+309.5% | $4,076+400.2% | $4,764+328.0% |
| Participant deferral / active EE | $22,000 | $6,371+245.3% | $5,526+298.1% | $5,851+276.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |