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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 | $44,555 | $109,904-59.5% | $97,167-54.1% | $145,959-69.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.83% | 243.43%-237.6pp | 75.27%-69.4pp | 561.95%-556.1pp |
| Employer contribution / active EE | $4,907 | $3,084+59.1% | $2,729+79.8% | $4,661+5.3% |
| Participant deferral / active EE | $17,763 | $4,676+279.9% | $4,264+316.6% | $6,689+165.6% |
| Admin fee / account holder | $170 | $6,216-97.3% | $5,650-97.0% | $13,398-98.7% |