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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 | $109,821 | $160,070-31.4% | $147,117-25.4% | $145,897-24.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.82% | 98.69%-94.9pp | 420.54%-416.7pp | 552.29%-548.5pp |
| Employer contribution / active EE | $32,657 | $5,285+518.0% | $4,932+562.1% | $4,663+600.4% |
| Participant deferral / active EE | $23,199 | $8,419+175.5% | $8,065+187.7% | $6,689+246.8% |
| Admin fee / account holder | $280 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |