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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 | $28,802 | $217,432-86.8% | $185,849-84.5% | $167,536-82.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.73% | 148.42%-147.7pp | 122.10%-121.4pp | 478.82%-478.1pp |
| Employer contribution / active EE | $7,857 | $5,875+33.7% | $5,169+52.0% | $4,839+62.4% |
| Participant deferral / active EE | $2,364 | $6,357-62.8% | $5,569-57.6% | $6,342-62.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |