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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 | $30,002 | $100,938-70.3% | $90,461-66.8% | $158,982-81.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.24% | 1727.20%-1722.0pp | 1294.76%-1289.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $3,795 | $3,691+2.8% | $3,264+16.3% | $4,763-20.3% |
| Participant deferral / active EE | $3,620 | $4,350-16.8% | $3,964-8.7% | $5,983-39.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |