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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 | $13,912 | $114,130-87.8% | $96,192-85.5% | $167,553-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.62% | 190.07%-185.4pp | 192.09%-187.5pp | 478.89%-474.3pp |
| Employer contribution / active EE | $1,694 | $3,431-50.6% | $2,799-39.5% | $4,840-65.0% |
| Participant deferral / active EE | $1,099 | $5,198-78.8% | $4,351-74.7% | $6,343-82.7% |
| Admin fee / account holder | $208 | $6,901-97.0% | $5,539-96.3% | $12,316-98.3% |