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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 | $49,316 | $202,342-75.6% | $172,752-71.5% | $152,897-67.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.60% | 1029.83%-1020.2pp | 802.97%-793.4pp | 345.43%-335.8pp |
| Employer contribution / active EE | $5,102 | $5,858-12.9% | $5,144-0.8% | $4,764+7.1% |
| Participant deferral / active EE | $5,692 | $5,948-4.3% | $5,198+9.5% | $5,851-2.7% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |