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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 | $24,168 | $88,754-72.8% | $81,820-70.5% | $145,877-83.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.71% | 1031.77%-1023.1pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,121 | $3,085-63.7% | $2,915-61.6% | $4,663-76.0% |
| Participant deferral / active EE | $4,332 | $4,648-6.8% | $4,323+0.2% | $6,691-35.3% |
| Admin fee / account holder | $89 | $8,424-98.9% | $7,391-98.8% | $13,402-99.3% |