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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 | $25,543 | $160,040-84.0% | $147,096-82.6% | $145,877-82.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.30% | 98.49%-91.2pp | 419.75%-412.4pp | 551.28%-544.0pp |
| Employer contribution / active EE | $3,034 | $5,289-42.6% | $4,936-38.5% | $4,663-34.9% |
| Participant deferral / active EE | $5,307 | $8,429-37.0% | $8,071-34.3% | $6,691-20.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |