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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 | $88,380 | $65,555+34.8% | $86,216+2.5% | $75,173+17.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 4.55% | 46.07%-41.5pp | 1169.42%-1164.9pp | 160.72%-156.2pp |
| Employer contribution / active EE | $2,428 | $1,553+56.3% | $2,382+1.9% | $2,671-9.1% |
| Participant deferral / active EE | $7,261 | $3,023+140.2% | $3,986+82.2% | $4,126+76.0% |
| Admin fee / account holder | $140 | $5,469-97.4% | $6,853-98.0% | $5,651-97.5% |