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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 | $46,561 | $159,934-70.9% | $147,005-68.3% | $145,959-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $9,241 | $5,287+74.8% | $4,934+87.3% | $4,661+98.3% |
| Participant deferral / active EE | $12,885 | $8,427+52.9% | $8,070+59.7% | $6,689+92.6% |
| Admin fee / account holder | $14 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |