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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 | $96,808 | $160,028-39.5% | $147,080-34.2% | $145,884-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 98.60%-91.1pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $17,440 | $5,286+230.0% | $4,933+253.5% | $4,662+274.1% |
| Participant deferral / active EE | $11,973 | $8,422+42.2% | $8,066+48.4% | $6,690+79.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |