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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 | $28,945 | $88,778-67.4% | $81,844-64.6% | $145,884-80.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.19% | 1033.03%-1026.8pp | 778.87%-772.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $2,129 | $3,087-31.0% | $2,916-27.0% | $4,662-54.3% |
| Participant deferral / active EE | $2,129 | $4,648-54.2% | $4,323-50.7% | $6,690-68.2% |
| Admin fee / account holder | $22 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |