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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 | $136,672 | $226,105-39.6% | $182,540-25.1% | $152,897-10.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.26% | 192.58%-191.3pp | 148.58%-147.3pp | 345.43%-344.2pp |
| Employer contribution / active EE | $6,972 | $4,978+40.0% | $4,076+71.1% | $4,764+46.4% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |