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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 | $70,227 | $160,070-56.1% | $147,117-52.3% | $145,897-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,902 | $5,285-64.0% | $4,932-61.4% | $4,663-59.2% |
| Participant deferral / active EE | $3,829 | $8,419-54.5% | $8,065-52.5% | $6,689-42.8% |
| Admin fee / account holder | $31 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |