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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 | $72,403+41.0% | $67,524+51.2% | $145,978-30.1% |
| Participation rate | 72.2% | 76.9%-4.6pp | 72.9%-0.7pp | 80.3%-8.1pp |
| Annual return | 0.61% | 7197.23%-7196.6pp | 3519.41%-3518.8pp | 550.52%-549.9pp |
| Employer contribution / active EE | $426 | $3,072-86.1% | $2,734-84.4% | $4,662-90.9% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $37 | $5,541-99.3% | $4,001-99.1% | $13,400-99.7% |