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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 | $11,072 | $102,595-89.2% | $94,057-88.2% | $154,746-92.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.92% | 583.42%-577.5pp | 480.62%-474.7pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,401 | $5,118-53.1% | $4,709-49.0% | $6,730-64.3% |
| Admin fee / account holder | $56 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |