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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 | $45,289 | $166,242-72.8% | $165,071-72.6% | $145,884-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.55% | 100.44%-93.9pp | 70.17%-63.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $8,826 | $5,283+67.1% | $4,347+103.0% | $4,662+89.3% |
| Participant deferral / active EE | $8,807 | $6,964+26.5% | $6,035+45.9% | $6,690+31.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |