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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 | $136,093 | $70,366+93.4% | $66,674+104.1% | $138,895-2.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 13.03% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $4,764 | $2,765+72.3% | $2,620+81.8% | $4,194+13.6% |
| Participant deferral / active EE | $2,143 | $4,374-51.0% | $4,084-47.5% | $6,396-66.5% |
| Admin fee / account holder | $62 | $5,262-98.8% | $5,098-98.8% | $12,562-99.5% |