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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 | $164,538 | $183,592-10.4% | $155,574+5.8% | $145,877+12.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.54% | 61.37%-56.8pp | 64.87%-60.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $19,900 | $5,317+274.3% | $4,676+325.6% | $4,663+326.8% |
| Participant deferral / active EE | $26,000 | $6,466+302.1% | $5,629+361.9% | $6,691+288.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |