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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 | $25,169 | $88,815-71.7% | $81,882-69.3% | $145,897-82.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.33% | 1033.75%-1027.4pp | 779.47%-773.1pp | 552.29%-546.0pp |
| Employer contribution / active EE | $1,443 | $3,086-53.2% | $2,916-50.5% | $4,663-69.0% |
| Participant deferral / active EE | $997 | $4,647-78.6% | $4,323-76.9% | $6,689-85.1% |
| Admin fee / account holder | $14 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |