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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 | $34,750 | $103,008-66.3% | $90,304-61.5% | $152,897-77.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.96% | 95.22%-91.3pp | 78.13%-74.2pp | 345.43%-341.5pp |
| Employer contribution / active EE | $3,520 | $3,139+12.1% | $2,855+23.3% | $4,764-26.1% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18 | $6,175-99.7% | $5,354-99.7% | $11,599-99.8% |