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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 | $47,086 | $202,342-76.7% | $172,753-72.7% | $152,909-69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.92% | 1029.88%-1019.0pp | 803.00%-792.1pp | 345.46%-334.5pp |
| Employer contribution / active EE | $7,956 | $5,857+35.8% | $5,144+54.7% | $4,764+67.0% |
| Participant deferral / active EE | $4,418 | $5,948-25.7% | $5,198-15.0% | $5,851-24.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |