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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 | $48,643 | $72,396-32.8% | $67,511-27.9% | $145,959-66.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.75% | 7194.07%-7191.3pp | 3517.41%-3514.7pp | 561.95%-559.2pp |
| Employer contribution / active EE | $2,563 | $3,071-16.5% | $2,733-6.2% | $4,661-45.0% |
| Participant deferral / active EE | $1,413 | $4,781-70.5% | $4,000-64.7% | $6,689-78.9% |
| Admin fee / account holder | $81 | $5,538-98.5% | $3,999-98.0% | $13,398-99.4% |