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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 | $20,177 | $159,978-87.4% | $147,041-86.3% | $145,978-86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.95% | 98.36%-92.4pp | 419.21%-413.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $5,092 | $5,288-3.7% | $4,935+3.2% | $4,662+9.2% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,690+14.6% |
| Admin fee / account holder | $63 | $15,053-99.6% | $13,006-99.5% | $13,400-99.5% |