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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 | $92,380 | $96,419-4.2% | $80,648+14.5% | $139,487-33.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.60% | 1352.86%-1344.3pp | 937.21%-928.6pp | 373.84%-365.2pp |
| Employer contribution / active EE | $1,933 | $3,261-40.7% | $2,724-29.0% | $4,755-59.3% |
| Participant deferral / active EE | $4,076 | $5,225-22.0% | $4,443-8.3% | $6,713-39.3% |
| Admin fee / account holder | $91 | $6,605-98.6% | $5,382-98.3% | $11,407-99.2% |