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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 | $244,842 | $208,088+17.7% | $186,193+31.5% | $154,746+58.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.57% | 89.97%-82.4pp | 78.03%-70.5pp | 172.34%-164.8pp |
| Employer contribution / active EE | $25,025 | $4,340+476.6% | $3,918+538.7% | $4,379+471.5% |
| Participant deferral / active EE | $8,000 | $7,078+13.0% | $6,513+22.8% | $6,730+18.9% |
| Admin fee / account holder | $50 | $11,698-99.6% | $11,058-99.5% | $14,365-99.7% |