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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 | $100,664 | $107,368-6.2% | $92,915+8.3% | $152,909-34.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.60% | 145.64%-135.0pp | 109.45%-98.9pp | 345.46%-334.9pp |
| Employer contribution / active EE | $21,557 | $4,222+410.5% | $3,653+490.0% | $4,764+352.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $130 | $7,082-98.2% | $5,796-97.8% | $11,601-98.9% |