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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 | $82,206 | $176,120-53.3% | $159,487-48.5% | $167,553-50.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.53% | 331.95%-322.4pp | 263.71%-254.2pp | 478.89%-469.4pp |
| Employer contribution / active EE | $7,299 | $5,299+37.7% | $4,831+51.1% | $4,840+50.8% |
| Participant deferral / active EE | $5,831 | $7,752-24.8% | $7,354-20.7% | $6,343-8.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |