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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 | $69,867 | $96,630-27.7% | $86,605-19.3% | $139,427-49.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.18% | 106.48%-103.3pp | 591.39%-588.2pp | 373.27%-370.1pp |
| Employer contribution / active EE | $3,218 | $3,264-1.4% | $3,023+6.5% | $4,752-32.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $60 | $6,405-99.1% | $5,611-98.9% | $11,404-99.5% |