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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 | $28,917 | $160,070-81.9% | $147,117-80.3% | $145,897-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.30% | 98.69%-93.4pp | 420.54%-415.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,380 | $5,285-73.9% | $4,932-72.0% | $4,663-70.4% |
| Participant deferral / active EE | $12,230 | $8,419+45.3% | $8,065+51.7% | $6,689+82.8% |
| Admin fee / account holder | $25 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |