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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 | $38,635 | $96,419-59.9% | $80,648-52.1% | $139,487-72.3% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 8.35% | 1352.86%-1344.5pp | 937.21%-928.9pp | 373.84%-365.5pp |
| Employer contribution / active EE | $6,369 | $3,261+95.3% | $2,724+133.8% | $4,755+33.9% |
| Participant deferral / active EE | $6,962 | $5,225+33.2% | $4,443+56.7% | $6,713+3.7% |
| Admin fee / account holder | $19 | $6,605-99.7% | $5,382-99.6% | $11,407-99.8% |