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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 | $31,781 | $183,516-82.7% | $155,534-79.6% | $145,884-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.71% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $9,850 | $5,315+85.3% | $4,675+110.7% | $4,662+111.3% |
| Participant deferral / active EE | $5,458 | $6,467-15.6% | $5,630-3.1% | $6,690-18.4% |
| Admin fee / account holder | $242 | $19,293-98.7% | $15,900-98.5% | $13,392-98.2% |