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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 | $100,139+3.9% | $85,187+22.2% | $145,884-28.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.66% | 84.15%-77.5pp | 66.67%-60.0pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,980 | $3,238-38.9% | $2,732-27.5% | $4,662-57.5% |
| Participant deferral / active EE | $4,183 | $5,296-21.0% | $4,525-7.5% | $6,690-37.5% |
| Admin fee / account holder | $95 | $7,262-98.7% | $6,162-98.5% | $13,392-99.3% |