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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 | $169,434 | $160,040+5.9% | $147,096+15.2% | $145,877+16.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.70% | 98.49%-90.8pp | 419.75%-412.0pp | 551.28%-543.6pp |
| Employer contribution / active EE | $12,530 | $5,289+136.9% | $4,936+153.8% | $4,663+168.7% |
| Participant deferral / active EE | $6,979 | $8,429-17.2% | $8,071-13.5% | $6,691+4.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |