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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 | $96,562 | $159,934-39.6% | $147,005-34.3% | $145,959-33.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.93% | 98.24%-93.3pp | 418.76%-413.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $3,333 | $5,287-37.0% | $4,934-32.5% | $4,661-28.5% |
| Participant deferral / active EE | $3,750 | $8,427-55.5% | $8,070-53.5% | $6,689-43.9% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |