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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 | $33,845 | $144,130-76.5% | $117,860-71.3% | $147,585-77.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 7.83% | 531.20%-523.4pp | 335.10%-327.3pp | 578.58%-570.8pp |
| Employer contribution / active EE | $1,176 | $4,897-76.0% | $3,786-69.0% | $4,876-75.9% |
| Participant deferral / active EE | $6,804 | $5,316+28.0% | $4,482+51.8% | $5,439+25.1% |
| Admin fee / account holder | $19 | $10,887-99.8% | $8,021-99.8% | $10,886-99.8% |