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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 | $130,016 | $160,040-18.8% | $147,096-11.6% | $145,877-10.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.83% | 98.49%-95.7pp | 419.75%-416.9pp | 551.28%-548.5pp |
| Employer contribution / active EE | $1,197 | $5,289-77.4% | $4,936-75.7% | $4,663-74.3% |
| Participant deferral / active EE | $2,994 | $8,429-64.5% | $8,071-62.9% | $6,691-55.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |