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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 | $60,907 | $166,131-63.3% | $164,975-63.1% | $145,877-58.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.41% | 100.37%-96.0pp | 70.12%-65.7pp | 551.28%-546.9pp |
| Employer contribution / active EE | $2,935 | $5,276-44.4% | $4,343-32.4% | $4,663-37.1% |
| Participant deferral / active EE | $15,915 | $6,962+128.6% | $6,033+163.8% | $6,691+137.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |