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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 | $103,426 | $183,516-43.6% | $155,534-33.5% | $145,884-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.41% | 61.43%-58.0pp | 64.92%-61.5pp | 551.85%-548.4pp |
| Employer contribution / active EE | $14,093 | $5,315+165.2% | $4,675+201.5% | $4,662+202.3% |
| Participant deferral / active EE | $5,429 | $6,467-16.1% | $5,630-3.6% | $6,690-18.9% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |