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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 | $91,379 | $169,336-46.0% | $129,384-29.4% | $145,884-37.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.41% | 14408.70%-14403.3pp | 9461.77%-9456.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $26,292 | $5,540+374.6% | $4,153+533.0% | $4,662+463.9% |
| Participant deferral / active EE | $22,000 | $4,985+341.3% | $4,166+428.1% | $6,690+228.9% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |