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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 | $160,070-40.0% | $147,117-34.7% | $145,897-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.30% | 98.69%-90.4pp | 420.54%-412.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,632 | $5,285-50.2% | $4,932-46.6% | $4,663-43.6% |
| Participant deferral / active EE | $10,071 | $8,419+19.6% | $8,065+24.9% | $6,689+50.6% |
| Admin fee / account holder | $166 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |