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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 | $46,415 | $169,237-72.6% | $129,339-64.1% | $145,978-68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.80% | 14364.43%-14362.6pp | 9437.05%-9435.3pp | 550.52%-548.7pp |
| Employer contribution / active EE | $1,130 | $5,540-79.6% | $4,154-72.8% | $4,662-75.8% |
| Participant deferral / active EE | $12,200 | $4,991+144.4% | $4,170+192.6% | $6,690+82.4% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |