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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 | $57,655 | $108,922-47.1% | $100,398-42.6% | $145,978-60.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.67% | 58.04%-50.4pp | 49.32%-41.6pp | 550.52%-542.8pp |
| Employer contribution / active EE | $14,674 | $4,426+231.6% | $3,946+271.9% | $4,662+214.8% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11 | $9,680-99.9% | $7,893-99.9% | $13,400-99.9% |