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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 | $160,070-70.9% | $147,117-68.4% | $145,897-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $9,241 | $5,285+74.9% | $4,932+87.4% | $4,663+98.2% |
| Participant deferral / active EE | $12,885 | $8,419+53.0% | $8,065+59.8% | $6,689+92.6% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |