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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 | $75,929 | $105,198-27.8% | $159,455-52.4% | $85,856-11.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.78% | 45.08%-34.3pp | 263.63%-252.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $6,617 | $3,319+99.4% | $4,830+37.0% | $2,565+158.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $168 | $6,934-97.6% | $10,800-98.4% | $6,261-97.3% |