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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 | $114,208 | $198,457-42.5% | $170,435-33.0% | $147,586-22.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.01% | 257.30%-253.3pp | 205.94%-201.9pp | 578.59%-574.6pp |
| Employer contribution / active EE | $2,944 | $6,183-52.4% | $5,432-45.8% | $4,876-39.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $175 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |