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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 | $46,871 | $160,028-70.7% | $147,080-68.1% | $145,884-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,431 | $5,286-72.9% | $4,933-71.0% | $4,662-69.3% |
| Participant deferral / active EE | $9,683 | $8,422+15.0% | $8,066+20.0% | $6,690+44.7% |
| Admin fee / account holder | $266 | $15,030-98.2% | $12,989-98.0% | $13,392-98.0% |