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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 | $29,663 | $169,361-82.5% | $129,397-77.1% | $145,877-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.29% | 14395.54%-14394.3pp | 9453.98%-9452.7pp | 551.28%-550.0pp |
| Employer contribution / active EE | $10,335 | $5,542+86.5% | $4,154+148.8% | $4,663+121.6% |
| Participant deferral / active EE | $7,368 | $4,987+47.7% | $4,167+76.8% | $6,691+10.1% |
| Admin fee / account holder | $213 | $9,903-97.8% | $7,679-97.2% | $13,402-98.4% |