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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 | $56,391 | $183,516-69.3% | $155,534-63.7% | $145,884-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.07% | 61.43%-59.4pp | 64.92%-62.8pp | 551.85%-549.8pp |
| Employer contribution / active EE | $13,208 | $5,315+148.5% | $4,675+182.5% | $4,662+183.3% |
| Participant deferral / active EE | $11,360 | $6,467+75.7% | $5,630+101.8% | $6,690+69.8% |
| Admin fee / account holder | $121 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |