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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 | $104,083 | $100,203+3.9% | $85,240+22.1% | $145,897-28.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.66% | 84.28%-77.6pp | 66.75%-60.1pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,980 | $3,242-38.9% | $2,735-27.6% | $4,663-57.5% |
| Participant deferral / active EE | $4,183 | $5,299-21.0% | $4,527-7.6% | $6,689-37.5% |
| Admin fee / account holder | $95 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |