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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 | $58,852 | $185,905-68.3% | $170,057-65.4% | $139,487-57.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.69% | 60.56%-52.9pp | 53.42%-45.7pp | 373.84%-366.2pp |
| Employer contribution / active EE | $6,449 | $7,597-15.1% | $6,790-5.0% | $4,755+35.6% |
| Participant deferral / active EE | $13,800 | $11,627+18.7% | $10,411+32.6% | $6,713+105.6% |
| Admin fee / account holder | $73 | $15,397-99.5% | $12,826-99.4% | $11,407-99.4% |