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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 | $231,584 | $176,688+31.1% | $130,660+77.2% | $152,909+51.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 1.57% | 2693.08%-2691.5pp | 1709.29%-1707.7pp | 345.46%-343.9pp |
| Employer contribution / active EE | $3,480 | $5,743-39.4% | $4,092-15.0% | $4,764-27.0% |
| Participant deferral / active EE | $22,000 | $4,362+404.3% | $3,603+510.6% | $5,851+276.0% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |