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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 | $44,054 | $88,815-50.4% | $81,882-46.2% | $145,897-69.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.95% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,269 | $3,086-26.5% | $2,916-22.2% | $4,663-51.3% |
| Participant deferral / active EE | $4,129 | $4,647-11.2% | $4,323-4.5% | $6,689-38.3% |
| Admin fee / account holder | $263 | $8,434-96.9% | $7,360-96.4% | $13,390-98.0% |