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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 | $64,731 | $160,028-59.6% | $147,080-56.0% | $145,884-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 98.60%-89.9pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $13,028 | $5,286+146.5% | $4,933+164.1% | $4,662+179.4% |
| Participant deferral / active EE | $20,094 | $8,422+138.6% | $8,066+149.1% | $6,690+200.4% |
| Admin fee / account holder | $43 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |