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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 | $50,693 | $176,688-71.3% | $130,660-61.2% | $152,897-66.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.48% | 2693.08%-2688.6pp | 1709.29%-1704.8pp | 345.43%-341.0pp |
| Employer contribution / active EE | $2,207 | $5,743-61.6% | $4,092-46.1% | $4,764-53.7% |
| Participant deferral / active EE | $3,114 | $4,362-28.6% | $3,603-13.6% | $5,851-46.8% |
| Admin fee / account holder | $101 | $7,131-98.6% | $5,463-98.2% | $11,599-99.1% |