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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 | $124,089 | $183,988-32.6% | $162,177-23.5% | $152,897-18.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.33% | 150.79%-143.5pp | 115.60%-108.3pp | 345.43%-338.1pp |
| Employer contribution / active EE | $14,667 | $6,370+130.3% | $5,613+161.3% | $4,764+207.9% |
| Participant deferral / active EE | $9,177 | $8,032+14.2% | $7,297+25.8% | $5,851+56.8% |
| Admin fee / account holder | $9 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |