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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 | $64,753 | $176,105-63.2% | $159,474-59.4% | $167,536-61.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $12,086 | $5,299+128.1% | $4,831+150.2% | $4,839+149.8% |
| Participant deferral / active EE | $11,207 | $7,751+44.6% | $7,353+52.4% | $6,342+76.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |