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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 | $51,486 | $155,833-67.0% | $124,693-58.7% | $167,536-69.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.32% | 17.98%-11.7pp | 5144.19%-5137.9pp | 478.82%-472.5pp |
| Employer contribution / active EE | $4,688 | $4,164+12.6% | $3,324+41.0% | $4,839-3.1% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $187 | $9,534-98.0% | $7,494-97.5% | $12,315-98.5% |