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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 | $100,203+0.8% | $85,240+18.5% | $145,897-30.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3.07% | 84.28%-81.2pp | 66.75%-63.7pp | 552.29%-549.2pp |
| Employer contribution / active EE | $6,825 | $3,242+110.5% | $2,735+149.5% | $4,663+46.4% |
| Participant deferral / active EE | $23,750 | $5,299+348.2% | $4,527+424.6% | $6,689+255.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |