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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 | $72,300 | $160,028-54.8% | $147,080-50.8% | $145,884-50.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.65% | 98.60%-93.9pp | 420.17%-415.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $4,297 | $5,286-18.7% | $4,933-12.9% | $4,662-7.8% |
| Participant deferral / active EE | $6,571 | $8,422-22.0% | $8,066-18.5% | $6,690-1.8% |
| Admin fee / account holder | $16 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |