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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 | $65,590 | $144,130-54.5% | $117,860-44.3% | $147,585-55.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 8.44% | 531.20%-522.8pp | 335.10%-326.7pp | 578.58%-570.1pp |
| Employer contribution / active EE | $1,213 | $4,897-75.2% | $3,786-68.0% | $4,876-75.1% |
| Participant deferral / active EE | $4,044 | $5,316-23.9% | $4,482-9.8% | $5,439-25.6% |
| Admin fee / account holder | $14 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |