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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 | $100,938-60.7% | $90,461-56.1% | $158,982-75.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.13% | 1727.20%-1722.1pp | 1294.76%-1289.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $5,632 | $3,691+52.6% | $3,264+72.6% | $4,763+18.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $223 | $6,510-96.6% | $5,617-96.0% | $11,252-98.0% |