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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 | $90,333 | $76,608+17.9% | $56,077+61.1% | $145,877-38.1% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 0.36% | 3009.59%-3009.2pp | 1709.28%-1708.9pp | 551.28%-550.9pp |
| Employer contribution / active EE | $1,818 | $1,382+31.6% | $1,040+74.8% | $4,663-61.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |