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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 | $44,725 | $124,187-64.0% | $108,410-58.7% | $167,518-73.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.25% | 1379.80%-1371.6pp | 905.34%-897.1pp | 478.71%-470.5pp |
| Employer contribution / active EE | $1,704 | $4,187-59.3% | $3,558-52.1% | $4,838-64.8% |
| Participant deferral / active EE | $4,817 | $6,908-30.3% | $6,562-26.6% | $6,342-24.0% |
| Admin fee / account holder | $200 | $9,456-97.9% | $7,296-97.3% | $12,312-98.4% |