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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 | $59,988 | $90,486-33.7% | $78,676-23.8% | $273,972-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.33% | 75.62%-76.9pp | 62.19%-63.5pp | 41.46%-42.8pp |
| Employer contribution / active EE | $4,315 | $3,175+35.9% | $2,850+51.4% | $4,869-11.4% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |