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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 | $55,003 | $156,963-65.0% | $121,204-54.6% | $139,466-60.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 7.43% | 1476.75%-1469.3pp | 987.18%-979.8pp | 373.66%-366.2pp |
| Employer contribution / active EE | $2,229 | $5,544-59.8% | $4,170-46.6% | $4,754-53.1% |
| Participant deferral / active EE | $719 | $4,848-85.2% | $4,083-82.4% | $6,712-89.3% |
| Admin fee / account holder | $10 | $6,953-99.9% | $5,651-99.8% | $11,409-99.9% |