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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 | $86,104 | $202,345-57.4% | $172,755-50.2% | $152,885-43.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.52% | 1029.77%-1021.3pp | 802.94%-794.4pp | 345.39%-336.9pp |
| Employer contribution / active EE | $3,492 | $5,858-40.4% | $5,144-32.1% | $4,763-26.7% |
| Participant deferral / active EE | $4,525 | $5,948-23.9% | $5,198-12.9% | $5,851-22.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |