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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 | $39,693 | $100,868-60.6% | $90,414-56.1% | $158,931-75.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.13% | 1724.58%-1719.4pp | 1293.19%-1288.1pp | 302.86%-297.7pp |
| Employer contribution / active EE | $5,632 | $3,689+52.7% | $3,262+72.6% | $4,761+18.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $223 | $6,502-96.6% | $5,611-96.0% | $11,247-98.0% |