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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 | $166,242-63.4% | $165,071-63.1% | $145,884-58.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.41% | 100.44%-96.0pp | 70.17%-65.8pp | 551.85%-547.4pp |
| Employer contribution / active EE | $2,935 | $5,283-44.4% | $4,347-32.5% | $4,662-37.0% |
| Participant deferral / active EE | $15,915 | $6,964+128.5% | $6,035+163.7% | $6,690+137.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |