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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 | $52,440 | $160,028-67.2% | $147,080-64.3% | $145,884-64.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.60% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,053 | $5,286-80.1% | $4,933-78.7% | $4,662-77.4% |
| Participant deferral / active EE | $5,172 | $8,422-38.6% | $8,066-35.9% | $6,690-22.7% |
| Admin fee / account holder | $143 | $15,030-99.0% | $12,989-98.9% | $13,392-98.9% |