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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 | $72,827 | $165,399-56.0% | $149,745-51.4% | $158,982-54.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.59% | 348.34%-346.7pp | 276.72%-275.1pp | 302.99%-301.4pp |
| Employer contribution / active EE | $1,463 | $5,105-71.3% | $4,646-68.5% | $4,763-69.3% |
| Participant deferral / active EE | $5,208 | $7,183-27.5% | $6,843-23.9% | $5,983-13.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |