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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 | $62,971 | $58,241+8.1% | $81,780-23.0% | $80,911-22.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.15% | 41.73%-31.6pp | 776.27%-766.1pp | 35.63%-25.5pp |
| Employer contribution / active EE | $4,640 | $2,343+98.0% | $2,914+59.2% | $2,756+68.4% |
| Participant deferral / active EE | $3,243 | $3,283-1.2% | $4,321-24.9% | $4,297-24.5% |
| Admin fee / account holder | $121 | $4,973-97.6% | $7,384-98.4% | $6,935-98.3% |