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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 | $30,831 | $176,077-82.5% | $159,455-80.7% | $167,518-81.6% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 9.65% | 331.83%-322.2pp | 263.63%-254.0pp | 478.71%-469.1pp |
| Employer contribution / active EE | $7,076 | $5,298+33.6% | $4,830+46.5% | $4,838+46.2% |
| Participant deferral / active EE | $5,353 | $7,751-30.9% | $7,353-27.2% | $6,342-15.6% |
| Admin fee / account holder | $206 | $12,556-98.4% | $10,800-98.1% | $12,312-98.3% |