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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 | $24,682 | $102,595-75.9% | $94,057-73.8% | $154,746-84.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.31% | 583.42%-576.1pp | 480.62%-473.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,291 | $3,147-59.0% | $2,933-56.0% | $4,379-70.5% |
| Participant deferral / active EE | $3,097 | $5,118-39.5% | $4,709-34.2% | $6,730-54.0% |
| Admin fee / account holder | $90 | $7,736-98.8% | $7,244-98.8% | $14,365-99.4% |