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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 | $52,231 | $198,457-73.7% | $170,435-69.4% | $147,586-64.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 7.31% | 257.30%-250.0pp | 205.94%-198.6pp | 578.59%-571.3pp |
| Employer contribution / active EE | $15,842 | $6,183+156.2% | $5,432+191.6% | $4,876+224.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $183 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |