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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 | $109,019 | $112,935-3.5% | $90,970+19.8% | $158,966-31.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.11% | 215.79%-215.7pp | 134.58%-134.5pp | 302.95%-302.8pp |
| Employer contribution / active EE | $2,787 | $2,895-3.7% | $2,122+31.3% | $4,762-41.5% |
| Participant deferral / active EE | $2,618 | $4,129-36.6% | $3,373-22.4% | $5,983-56.2% |
| Admin fee / account holder | $5 | $8,045-99.9% | $5,960-99.9% | $11,250-100.0% |