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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 | $205,073 | $102,595+99.9% | $94,057+118.0% | $154,746+32.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.62% | 583.42%-576.8pp | 480.62%-474.0pp | 172.34%-165.7pp |
| Employer contribution / active EE | $11,642 | $3,147+269.9% | $2,933+296.9% | $4,379+165.9% |
| Participant deferral / active EE | $11,288 | $5,118+120.5% | $4,709+139.7% | $6,730+67.7% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |