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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 | $74,840 | $180,749-58.6% | $160,784-53.5% | $137,256-45.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.15% | 2234.46%-2228.3pp | 1803.92%-1797.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $21,433 | $4,155+415.8% | $3,733+474.2% | $4,156+415.7% |
| Participant deferral / active EE | $13,004 | $6,844+90.0% | $6,293+106.6% | $6,407+103.0% |
| Admin fee / account holder | $240 | $10,397-97.7% | $9,717-97.5% | $12,270-98.0% |