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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 | $66,128 | $183,539-64.0% | $155,556-57.5% | $145,897-54.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.71% | 61.31%-57.6pp | 64.84%-61.1pp | 552.29%-548.6pp |
| Employer contribution / active EE | $7,228 | $5,315+36.0% | $4,675+54.6% | $4,663+55.0% |
| Participant deferral / active EE | $18,100 | $6,467+179.9% | $5,631+221.4% | $6,689+170.6% |
| Admin fee / account holder | $26 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |