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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 | $73,934 | $209,422-64.7% | $178,503-58.6% | $158,982-53.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.91% | 188.81%-186.9pp | 151.12%-149.2pp | 302.99%-301.1pp |
| Employer contribution / active EE | $1,329 | $5,707-76.7% | $5,011-73.5% | $4,763-72.1% |
| Participant deferral / active EE | $7,392 | $5,955+24.1% | $5,202+42.1% | $5,983+23.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |