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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 | $63,035 | $99,011-36.3% | $86,582-27.2% | $147,586-57.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.50% | 1312.75%-1312.2pp | 965.08%-964.6pp | 578.59%-578.1pp |
| Employer contribution / active EE | $20,715 | $3,132+561.4% | $2,839+629.5% | $4,876+324.8% |
| Participant deferral / active EE | $21,000 | $3,972+428.7% | $3,609+482.0% | $5,439+286.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |