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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 | $70,366-78.9% | $66,674-77.8% | $138,895-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.93% | 386.41%-376.5pp | 321.24%-311.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,294 | $2,765-53.2% | $2,620-50.6% | $4,194-69.2% |
| Participant deferral / active EE | $5,821 | $4,374+33.1% | $4,084+42.5% | $6,396-9.0% |
| Admin fee / account holder | $221 | $5,262-95.8% | $5,098-95.7% | $12,562-98.2% |