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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 | $109,863-15.7% | $98,477-6.0% | $167,518-44.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 3.53% | 1958.09%-1954.6pp | 1493.59%-1490.1pp | 478.71%-475.2pp |
| Employer contribution / active EE | $333 | $3,225-89.7% | $2,961-88.7% | $4,838-93.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | -$1 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |