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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 | $77,478 | $160,070-51.6% | $147,117-47.3% | $145,897-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.13% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $13,754 | $5,285+160.3% | $4,932+178.8% | $4,663+195.0% |
| Participant deferral / active EE | $6,507 | $8,419-22.7% | $8,065-19.3% | $6,689-2.7% |
| Admin fee / account holder | $280 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |