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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 | $94,242 | $169,336-44.3% | $129,384-27.2% | $145,884-35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.08% | 14408.70%-14404.6pp | 9461.77%-9457.7pp | 551.85%-547.8pp |
| Employer contribution / active EE | $10,784 | $5,540+94.7% | $4,153+159.7% | $4,662+131.3% |
| Participant deferral / active EE | $2,091 | $4,985-58.1% | $4,166-49.8% | $6,690-68.7% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |