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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 | $46,975 | $111,830-58.0% | $93,696-49.9% | $145,884-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.71% | 204.08%-196.4pp | 133.74%-126.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,998 | $3,093-3.1% | $2,422+23.8% | $4,662-35.7% |
| Participant deferral / active EE | $6,902 | $4,920+40.3% | $4,417+56.3% | $6,690+3.2% |
| Admin fee / account holder | $42 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |