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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 | $110,039-59.5% | $97,260-54.2% | $145,884-69.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.83% | 244.44%-238.6pp | 75.54%-69.7pp | 551.85%-546.0pp |
| Employer contribution / active EE | $4,907 | $3,074+59.6% | $2,721+80.3% | $4,662+5.2% |
| Participant deferral / active EE | $17,763 | $4,674+280.1% | $4,262+316.8% | $6,690+165.5% |
| Admin fee / account holder | $170 | $6,204-97.3% | $5,640-97.0% | $13,392-98.7% |