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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 | $14,814 | $72,071-79.4% | $68,368-78.3% | $137,256-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.93% | 353.14%-343.2pp | 292.57%-282.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,294 | $2,788-53.6% | $2,649-51.2% | $4,156-68.9% |
| Participant deferral / active EE | $5,821 | $4,410+32.0% | $4,123+41.2% | $6,407-9.1% |
| Admin fee / account holder | $221 | $5,336-95.9% | $5,150-95.7% | $12,270-98.2% |