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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 | $29,305 | $176,077-83.4% | $159,455-81.6% | $167,518-82.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.72% | 331.83%-324.1pp | 263.63%-255.9pp | 478.71%-471.0pp |
| Employer contribution / active EE | $7,558 | $5,298+42.6% | $4,830+56.5% | $4,838+56.2% |
| Participant deferral / active EE | $7,533 | $7,751-2.8% | $7,353+2.5% | $6,342+18.8% |
| Admin fee / account holder | $33 | $12,556-99.7% | $10,800-99.7% | $12,312-99.7% |