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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 | $34,834 | $150,447-76.8% | $136,298-74.4% | $147,586-76.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.63% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-571.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,738 | $6,631-58.7% | $6,247-56.2% | $5,439-49.7% |
| Admin fee / account holder | $22 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |