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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 | $43,551 | $209,428-79.2% | $178,498-75.6% | $158,950-72.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 6.16% | 188.78%-182.6pp | 151.09%-144.9pp | 302.91%-296.7pp |
| Employer contribution / active EE | $2,309 | $5,707-59.5% | $5,011-53.9% | $4,762-51.5% |
| Participant deferral / active EE | $8,081 | $5,955+35.7% | $5,202+55.3% | $5,983+35.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |