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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 | $96,338 | $160,070-39.8% | $147,117-34.5% | $145,897-34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.41% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $3,717 | $5,285-29.7% | $4,932-24.6% | $4,663-20.3% |
| Participant deferral / active EE | $12,627 | $8,419+50.0% | $8,065+56.6% | $6,689+88.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |