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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 | $35,578 | $202,342-82.4% | $172,752-79.4% | $152,897-76.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.87% | 1029.83%-1026.0pp | 802.97%-799.1pp | 345.43%-341.6pp |
| Employer contribution / active EE | $3,028 | $5,858-48.3% | $5,144-41.1% | $4,764-36.4% |
| Participant deferral / active EE | $8,718 | $5,948+46.6% | $5,198+67.7% | $5,851+49.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |