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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 | $82,517 | $107,941-23.6% | $91,994-10.3% | $152,909-46.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 5.26% | 89.28%-84.0pp | 69.04%-63.8pp | 345.46%-340.2pp |
| Employer contribution / active EE | $6,921 | $4,212+64.3% | $3,453+100.5% | $4,764+45.3% |
| Participant deferral / active EE | $5,197 | $6,366-18.4% | $5,924-12.3% | $5,851-11.2% |
| Admin fee / account holder | $140 | $10,521-98.7% | $7,744-98.2% | $11,601-98.8% |