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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 | $57,204 | $109,905-48.0% | $98,506-41.9% | $167,553-65.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.24% | 1960.20%-1959.0pp | 1494.92%-1493.7pp | 478.89%-477.7pp |
| Employer contribution / active EE | $4,204 | $3,226+30.3% | $2,961+42.0% | $4,840-13.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |