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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 | $116,800 | $114,130+2.3% | $96,192+21.4% | $167,553-30.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 1.07% | 190.07%-189.0pp | 192.09%-191.0pp | 478.89%-477.8pp |
| Employer contribution / active EE | $2,032 | $3,431-40.8% | $2,799-27.4% | $4,840-58.0% |
| Participant deferral / active EE | $4,093 | $5,198-21.3% | $4,351-5.9% | $6,343-35.5% |
| Admin fee / account holder | $127 | $6,901-98.2% | $5,539-97.7% | $12,316-99.0% |