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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 | $44,405 | $96,630-54.0% | $86,605-48.7% | $139,427-68.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.85% | 106.48%-101.6pp | 591.39%-586.5pp | 373.27%-368.4pp |
| Employer contribution / active EE | $6,814 | $3,264+108.8% | $3,023+125.4% | $4,752+43.4% |
| Participant deferral / active EE | $1,651 | $4,836-65.9% | $4,438-62.8% | $6,711-75.4% |
| Admin fee / account holder | $138 | $6,405-97.9% | $5,611-97.5% | $11,404-98.8% |