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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 | $161,634 | $175,259-7.8% | $149,723+8.0% | $139,487+15.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.79% | 166.82%-159.0pp | 134.50%-126.7pp | 373.84%-366.1pp |
| Employer contribution / active EE | $30,661 | $5,478+459.7% | $4,821+535.9% | $4,755+544.9% |
| Participant deferral / active EE | $19,775 | $6,522+203.2% | $5,682+248.0% | $6,713+194.6% |
| Admin fee / account holder | $13 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |