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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 | $57,509 | $202,342-71.6% | $172,753-66.7% | $152,909-62.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 6.82% | 1029.88%-1023.1pp | 803.00%-796.2pp | 345.46%-338.6pp |
| Employer contribution / active EE | $3,233 | $5,857-44.8% | $5,144-37.2% | $4,764-32.1% |
| Participant deferral / active EE | $2,233 | $5,948-62.5% | $5,198-57.0% | $5,851-61.8% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |