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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 | $73,065 | $73,546-0.7% | $63,018+15.9% | $147,586-50.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.98% | 175.56%-167.6pp | 87.62%-79.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,581 | $3,324-52.4% | $2,761-42.7% | $4,876-67.6% |
| Participant deferral / active EE | $5,050 | $4,185+20.7% | $3,330+51.7% | $5,439-7.2% |
| Admin fee / account holder | $66 | $5,956-98.9% | $3,601-98.2% | $10,886-99.4% |