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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 | $93,907 | $198,457-52.7% | $170,435-44.9% | $147,586-36.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.96% | 257.30%-252.3pp | 205.94%-201.0pp | 578.59%-573.6pp |
| Employer contribution / active EE | $3,020 | $6,183-51.2% | $5,432-44.4% | $4,876-38.1% |
| Participant deferral / active EE | $10,397 | $5,629+84.7% | $4,939+110.5% | $5,439+91.2% |
| Admin fee / account holder | $287 | $16,852-98.3% | $13,881-97.9% | $10,886-97.4% |