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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 | $65,753 | $150,412-56.3% | $120,574-45.5% | $145,884-54.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.90% | 154.50%-146.6pp | 107.42%-99.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $5,519 | $4,355+26.7% | $3,471+59.0% | $4,662+18.4% |
| Participant deferral / active EE | $5,189 | $6,175-16.0% | $4,996+3.9% | $6,690-22.4% |
| Admin fee / account holder | $268 | $12,224-97.8% | $9,445-97.2% | $13,392-98.0% |