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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 | $169,356-72.6% | $129,406-64.1% | $145,897-68.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.80% | 14418.62%-14416.8pp | 9468.18%-9466.4pp | 552.29%-550.5pp |
| Employer contribution / active EE | $1,130 | $5,542-79.6% | $4,155-72.8% | $4,663-75.8% |
| Participant deferral / active EE | $12,200 | $4,987+144.7% | $4,167+192.8% | $6,689+82.4% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |