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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 | $49,748 | $165,399-69.9% | $149,745-66.8% | $158,982-68.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.05% | 348.34%-349.4pp | 276.72%-277.8pp | 302.99%-304.0pp |
| Employer contribution / active EE | $3,055 | $5,105-40.1% | $4,646-34.2% | $4,763-35.9% |
| Participant deferral / active EE | $6,781 | $7,183-5.6% | $6,843-0.9% | $5,983+13.3% |
| Admin fee / account holder | $123 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |