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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 | $66,447 | $111,814-40.6% | $93,654-29.1% | $145,959-54.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.21% | 203.30%-199.1pp | 133.34%-129.1pp | 561.95%-557.7pp |
| Employer contribution / active EE | $23,129 | $3,092+648.1% | $2,421+855.4% | $4,661+396.2% |
| Participant deferral / active EE | $11,500 | $4,914+134.0% | $4,413+160.6% | $6,689+71.9% |
| Admin fee / account holder | $27 | $10,246-99.7% | $8,282-99.7% | $13,398-99.8% |