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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 | $15,589 | $111,878-86.1% | $93,727-83.4% | $145,897-89.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.25% | 204.28%-198.0pp | 133.83%-127.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $3,597 | $3,092+16.3% | $2,421+48.6% | $4,663-22.9% |
| Participant deferral / active EE | $5,827 | $4,920+18.4% | $4,417+31.9% | $6,689-12.9% |
| Admin fee / account holder | $157 | $10,256-98.5% | $8,292-98.1% | $13,390-98.8% |