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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 | $49,146 | $149,040-67.0% | $120,225-59.1% | $137,256-64.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.02% | 605.68%-599.7pp | 439.23%-433.2pp | 220.34%-214.3pp |
| Employer contribution / active EE | $3,331 | $4,350-23.4% | $3,475-4.2% | $4,156-19.8% |
| Participant deferral / active EE | $2,037 | $4,655-56.2% | $3,999-49.1% | $6,407-68.2% |
| Admin fee / account holder | $170 | $6,348-97.3% | $5,696-97.0% | $12,270-98.6% |