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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 | $56,279 | $198,461-71.6% | $170,436-67.0% | $147,585-61.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.22% | 257.30%-253.1pp | 205.94%-201.7pp | 578.57%-574.3pp |
| Employer contribution / active EE | $3,039 | $6,184-50.9% | $5,433-44.1% | $4,876-37.7% |
| Participant deferral / active EE | $16,750 | $5,629+197.5% | $4,939+239.1% | $5,439+208.0% |
| Admin fee / account holder | $79 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |