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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 | $159,934-51.6% | $147,005-47.3% | $145,959-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.13% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $13,754 | $5,287+160.1% | $4,934+178.7% | $4,661+195.1% |
| Participant deferral / active EE | $6,507 | $8,427-22.8% | $8,070-19.4% | $6,689-2.7% |
| Admin fee / account holder | $280 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |