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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 | $100,073+1.0% | $85,126+18.7% | $145,877-30.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.07% | 84.11%-81.0pp | 66.63%-63.6pp | 551.28%-548.2pp |
| Employer contribution / active EE | $6,825 | $3,236+110.9% | $2,731+149.9% | $4,663+46.4% |
| Participant deferral / active EE | $23,750 | $5,294+348.6% | $4,523+425.1% | $6,691+255.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |