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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 | $150,726 | $81,668+84.6% | $58,507+157.6% | $139,487+8.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 2.87% | 7430.07%-7427.2pp | 4252.32%-4249.5pp | 373.84%-371.0pp |
| Employer contribution / active EE | $5,210 | $1,398+272.7% | $1,053+394.6% | $4,755+9.6% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $1,922-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |