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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 | $97,204 | $88,778+9.5% | $81,844+18.8% | $145,884-33.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.18% | 1033.03%-1025.9pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $2,173 | $3,087-29.6% | $2,916-25.5% | $4,662-53.4% |
| Participant deferral / active EE | $2,325 | $4,648-50.0% | $4,323-46.2% | $6,690-65.3% |
| Admin fee / account holder | $140 | $8,430-98.3% | $7,355-98.1% | $13,392-99.0% |