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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 | $25,895 | $159,934-83.8% | $147,005-82.4% | $145,959-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.46% | 98.24%-90.8pp | 418.76%-411.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,029 | $5,287-61.6% | $4,934-58.9% | $4,661-56.5% |
| Participant deferral / active EE | $9,872 | $8,427+17.1% | $8,070+22.3% | $6,689+47.6% |
| Admin fee / account holder | $197 | $15,053-98.7% | $13,006-98.5% | $13,398-98.5% |