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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 | $42,231 | $112,935-62.6% | $90,970-53.6% | $158,966-73.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.81% | 215.79%-214.0pp | 134.58%-132.8pp | 302.95%-301.1pp |
| Employer contribution / active EE | $1,563 | $2,895-46.0% | $2,122-26.4% | $4,762-67.2% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $199 | $8,045-97.5% | $5,960-96.7% | $11,250-98.2% |