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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 | $111,323 | $157,276-29.2% | $141,177-21.1% | $152,885-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.08% | 64.33%-51.3pp | 71.40%-58.3pp | 345.39%-332.3pp |
| Employer contribution / active EE | $26,480 | $5,262+403.3% | $4,736+459.2% | $4,763+455.9% |
| Participant deferral / active EE | $13,820 | $7,110+94.4% | $6,710+106.0% | $5,851+136.2% |
| Admin fee / account holder | $292 | $12,123-97.6% | $10,263-97.2% | $11,598-97.5% |