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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 | $44,405 | $96,691-54.1% | $86,656-48.8% | $139,487-68.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 4.85% | 106.87%-102.0pp | 593.09%-588.2pp | 373.84%-369.0pp |
| Employer contribution / active EE | $6,814 | $3,267+108.6% | $3,025+125.2% | $4,755+43.3% |
| Participant deferral / active EE | $1,651 | $4,838-65.9% | $4,439-62.8% | $6,713-75.4% |
| Admin fee / account holder | $138 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |