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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 | $52,603 | $176,120-70.1% | $159,487-67.0% | $167,553-68.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.10% | 331.95%-324.8pp | 263.71%-256.6pp | 478.89%-471.8pp |
| Employer contribution / active EE | $1,590 | $5,299-70.0% | $4,831-67.1% | $4,840-67.1% |
| Participant deferral / active EE | $5,110 | $7,752-34.1% | $7,354-30.5% | $6,343-19.4% |
| Admin fee / account holder | $206 | $12,561-98.4% | $10,804-98.1% | $12,316-98.3% |