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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 | $91,900 | $60,139+52.8% | $90,461+1.6% | $79,856+15.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.88% | 71.96%-64.1pp | 1294.76%-1286.9pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,814 | $2,069+36.0% | $3,264-13.8% | $2,471+13.9% |
| Participant deferral / active EE | $4,722 | $2,939+60.7% | $3,964+19.1% | $3,741+26.2% |
| Admin fee / account holder | $41 | $3,978-99.0% | $5,617-99.3% | $5,306-99.2% |