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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 | $75,005 | $226,105-66.8% | $182,540-58.9% | $152,897-50.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 2.08% | 192.58%-190.5pp | 148.58%-146.5pp | 345.43%-343.3pp |
| Employer contribution / active EE | $2,171 | $4,978-56.4% | $4,076-46.7% | $4,764-54.4% |
| Participant deferral / active EE | $7,797 | $6,370+22.4% | $5,525+41.1% | $5,851+33.3% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |