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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 | $37,009 | $166,242-77.7% | $165,071-77.6% | $145,884-74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.25% | 100.44%-92.2pp | 70.17%-61.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,552 | $5,283-51.7% | $4,347-41.3% | $4,662-45.3% |
| Participant deferral / active EE | $3,503 | $6,964-49.7% | $6,035-42.0% | $6,690-47.6% |
| Admin fee / account holder | $219 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |