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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 | $109,499 | $109,411+0.1% | $89,435+22.4% | $158,982-31.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.03% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,951 | $3,173-38.5% | $2,587-24.6% | $4,763-59.0% |
| Participant deferral / active EE | $2,302 | $4,600-50.0% | $3,890-40.8% | $5,983-61.5% |
| Admin fee / account holder | $97 | $6,159-98.4% | $4,884-98.0% | $11,252-99.1% |