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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 | $50,847 | $96,678-47.4% | $86,640-41.3% | $139,466-63.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.63% | 106.69%-99.1pp | 592.52%-584.9pp | 373.66%-366.0pp |
| Employer contribution / active EE | $4,125 | $3,265+26.3% | $3,024+36.4% | $4,754-13.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $19 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |