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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 | $120,997 | $108,882+11.1% | $96,754+25.1% | $154,746-21.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.69% | 98.39%-89.7pp | 82.04%-73.3pp | 172.34%-163.6pp |
| Employer contribution / active EE | $7,448 | $3,018+146.8% | $2,679+178.0% | $4,379+70.1% |
| Participant deferral / active EE | $16,089 | $5,323+202.3% | $4,758+238.1% | $6,730+139.0% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |