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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 | $41,982 | $118,695-64.6% | $98,916-57.6% | $158,950-73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 4.60% | 372.39%-367.8pp | 196.45%-191.8pp | 302.91%-298.3pp |
| Employer contribution / active EE | $4,130 | $3,333+23.9% | $2,689+53.6% | $4,762-13.3% |
| Participant deferral / active EE | $3,508 | $5,088-31.1% | $4,245-17.4% | $5,983-41.4% |
| Admin fee / account holder | $84 | $10,132-99.2% | $6,642-98.7% | $11,248-99.3% |