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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 | $29,557 | $175,259-83.1% | $149,723-80.3% | $139,487-78.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.50% | 166.82%-163.3pp | 134.50%-131.0pp | 373.84%-370.3pp |
| Employer contribution / active EE | $6,561 | $5,478+19.8% | $4,821+36.1% | $4,755+38.0% |
| Participant deferral / active EE | $5,338 | $6,522-18.1% | $5,682-6.1% | $6,713-20.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |