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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 | $21,167 | $169,336-87.5% | $129,384-83.6% | $145,884-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -0.21% | 14408.70%-14408.9pp | 9461.77%-9462.0pp | 551.85%-552.1pp |
| Employer contribution / active EE | $7,200 | $5,540+30.0% | $4,153+73.4% | $4,662+54.4% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $147 | $9,912-98.5% | $7,686-98.1% | $13,392-98.9% |