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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 | $102,107 | $72,426+41.0% | $67,560+51.1% | $145,897-30.0% |
| Participation rate | 72.2% | 76.9%-4.7pp | 72.9%-0.7pp | 80.3%-8.1pp |
| Annual return | 0.61% | 7226.78%-7226.2pp | 3533.50%-3532.9pp | 552.29%-551.7pp |
| Employer contribution / active EE | $426 | $3,074-86.1% | $2,737-84.4% | $4,663-90.9% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $37 | $5,514-99.3% | $3,994-99.1% | $13,390-99.7% |