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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 | $43,932 | $150,197-70.8% | $120,368-63.5% | $145,959-69.9% |
| Participation rate | 92.3% | 78.8%+13.5pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 8.13% | 154.26%-146.1pp | 107.26%-99.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $4,373 | $4,350+0.5% | $3,465+26.2% | $4,661-6.2% |
| Participant deferral / active EE | $4,037 | $6,174-34.6% | $4,991-19.1% | $6,689-39.6% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |