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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 | $101,049 | $99,921+1.1% | $85,009+18.9% | $145,959-30.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.07% | 83.89%-80.8pp | 66.47%-63.4pp | 561.95%-558.9pp |
| Employer contribution / active EE | $6,825 | $3,233+111.1% | $2,728+150.2% | $4,661+46.4% |
| Participant deferral / active EE | $23,750 | $5,293+348.7% | $4,522+425.3% | $6,689+255.1% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |