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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 | $92,568 | $109,905-15.8% | $98,506-6.0% | $167,553-44.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 3.53% | 1960.20%-1956.7pp | 1494.92%-1491.4pp | 478.89%-475.4pp |
| Employer contribution / active EE | $333 | $3,226-89.7% | $2,961-88.7% | $4,840-93.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | -$1 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |