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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 | $49,167 | $176,077-72.1% | $159,455-69.2% | $167,518-70.6% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 5.65% | 331.83%-326.2pp | 263.63%-258.0pp | 478.71%-473.1pp |
| Employer contribution / active EE | $4,753 | $5,298-10.3% | $4,830-1.6% | $4,838-1.8% |
| Participant deferral / active EE | $3,652 | $7,751-52.9% | $7,353-50.3% | $6,342-42.4% |
| Admin fee / account holder | $64 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |