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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 | $28,017 | $96,643-71.0% | $86,617-67.7% | $139,456-79.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.65% | 106.57%-98.9pp | 591.91%-584.3pp | 373.45%-365.8pp |
| Employer contribution / active EE | $7,711 | $3,264+136.2% | $3,023+155.1% | $4,753+62.3% |
| Participant deferral / active EE | $8,266 | $4,835+71.0% | $4,437+86.3% | $6,711+23.2% |
| Admin fee / account holder | $121 | $6,406-98.1% | $5,613-97.8% | $11,407-98.9% |