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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 | $96,026 | $160,040-40.0% | $147,096-34.7% | $145,877-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.30% | 98.49%-90.2pp | 419.75%-411.4pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,632 | $5,289-50.2% | $4,936-46.7% | $4,663-43.6% |
| Participant deferral / active EE | $10,071 | $8,429+19.5% | $8,071+24.8% | $6,691+50.5% |
| Admin fee / account holder | $166 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |