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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 | $88,754-50.4% | $81,820-46.2% | $145,877-69.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.95% | 1031.77%-1022.8pp | 777.93%-769.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,269 | $3,085-26.5% | $2,915-22.2% | $4,663-51.3% |
| Participant deferral / active EE | $4,129 | $4,648-11.2% | $4,323-4.5% | $6,691-38.3% |
| Admin fee / account holder | $263 | $8,424-96.9% | $7,391-96.4% | $13,402-98.0% |