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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 | $80,436 | $70,366+14.3% | $66,674+20.6% | $138,895-42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.02% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,490 | $2,765-10.0% | $2,620-5.0% | $4,194-40.6% |
| Participant deferral / active EE | $3,710 | $4,374-15.2% | $4,084-9.2% | $6,396-42.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |