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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 | $92,163 | $198,457-53.6% | $170,435-45.9% | $147,586-37.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 7.71% | 257.30%-249.6pp | 205.94%-198.2pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,487 | $6,183-59.8% | $5,432-54.2% | $4,876-49.0% |
| Participant deferral / active EE | $6,236 | $5,629+10.8% | $4,939+26.2% | $5,439+14.7% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |