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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 | $109,420 | $160,028-31.6% | $147,080-25.6% | $145,884-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 98.60%-89.4pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $3,230 | $5,286-38.9% | $4,933-34.5% | $4,662-30.7% |
| Participant deferral / active EE | $4,037 | $8,422-52.1% | $8,066-50.0% | $6,690-39.7% |
| Admin fee / account holder | $60 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |