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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 | $242,666 | $72,071+236.7% | $68,368+254.9% | $137,256+76.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.57% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,716 | $2,788+33.3% | $2,649+40.3% | $4,156-10.6% |
| Participant deferral / active EE | $16,825 | $4,410+281.5% | $4,123+308.1% | $6,407+162.6% |
| Admin fee / account holder | $34 | $5,336-99.4% | $5,150-99.3% | $12,270-99.7% |