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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 | $32,873 | $96,419-65.9% | $80,648-59.2% | $139,487-76.4% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 5.90% | 1352.86%-1347.0pp | 937.21%-931.3pp | 373.84%-367.9pp |
| Employer contribution / active EE | $11,644 | $3,261+257.0% | $2,724+327.5% | $4,755+144.9% |
| Participant deferral / active EE | $6,667 | $5,225+27.6% | $4,443+50.0% | $6,713-0.7% |
| Admin fee / account holder | $95 | $6,605-98.6% | $5,382-98.2% | $11,407-99.2% |