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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 | $71,695 | $88,778-19.2% | $81,844-12.4% | $145,884-50.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 7.35% | 1033.03%-1025.7pp | 778.87%-771.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $5,455 | $3,087+76.7% | $2,916+87.0% | $4,662+17.0% |
| Participant deferral / active EE | $4,016 | $4,648-13.6% | $4,323-7.1% | $6,690-40.0% |
| Admin fee / account holder | $8 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |