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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 | $44,273 | $100,938-56.1% | $90,461-51.1% | $158,982-72.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.42% | 1727.20%-1723.8pp | 1294.76%-1291.3pp | 302.99%-299.6pp |
| Employer contribution / active EE | $3,193 | $3,691-13.5% | $3,264-2.2% | $4,763-33.0% |
| Participant deferral / active EE | $3,447 | $4,350-20.8% | $3,964-13.1% | $5,983-42.4% |
| Admin fee / account holder | $42 | $6,510-99.4% | $5,617-99.3% | $11,252-99.6% |