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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 | $64,944 | $209,422-69.0% | $178,503-63.6% | $158,982-59.2% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 3.66% | 188.81%-185.2pp | 151.12%-147.5pp | 302.99%-299.3pp |
| Employer contribution / active EE | $12,435 | $5,707+117.9% | $5,011+148.2% | $4,763+161.1% |
| Participant deferral / active EE | $4,659 | $5,955-21.8% | $5,202-10.4% | $5,983-22.1% |
| Admin fee / account holder | $14 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |