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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 | $248,253 | $100,895+146.1% | $90,430+174.5% | $158,950+56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.61% | 1725.54%-1720.9pp | 1293.73%-1289.1pp | 302.91%-298.3pp |
| Employer contribution / active EE | $19,290 | $3,689+423.0% | $3,262+491.4% | $4,762+305.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |