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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 | $123,861 | $165,399-25.1% | $149,745-17.3% | $158,982-22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.16% | 348.34%-344.2pp | 276.72%-272.6pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,294 | $5,105-55.1% | $4,646-50.6% | $4,763-51.8% |
| Participant deferral / active EE | $5,653 | $7,183-21.3% | $6,843-17.4% | $5,983-5.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |