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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 | $39,120 | $160,040-75.6% | $147,096-73.4% | $145,877-73.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.43% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $9,662 | $5,289+82.7% | $4,936+95.8% | $4,663+107.2% |
| Participant deferral / active EE | $3,330 | $8,429-60.5% | $8,071-58.7% | $6,691-50.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |