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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 | $38,677 | $209,428-81.5% | $178,498-78.3% | $158,950-75.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.21% | 188.78%-183.6pp | 151.09%-145.9pp | 302.91%-297.7pp |
| Employer contribution / active EE | $4,950 | $5,707-13.3% | $5,011-1.2% | $4,762+3.9% |
| Participant deferral / active EE | $8,205 | $5,955+37.8% | $5,202+57.7% | $5,983+37.1% |
| Admin fee / account holder | $8 | $17,077-100.0% | $13,985-99.9% | $11,248-99.9% |