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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 | $160,040-31.4% | $147,096-25.3% | $145,877-24.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.82% | 98.49%-94.7pp | 419.75%-415.9pp | 551.28%-547.5pp |
| Employer contribution / active EE | $32,657 | $5,289+517.4% | $4,936+561.6% | $4,663+600.4% |
| Participant deferral / active EE | $23,199 | $8,429+175.2% | $8,071+187.4% | $6,691+246.7% |
| Admin fee / account holder | $280 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |