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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 | $87,538 | $100,895-13.2% | $90,430-3.2% | $158,950-44.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.39% | 1725.54%-1724.2pp | 1293.73%-1292.3pp | 302.91%-301.5pp |
| Employer contribution / active EE | $1,008 | $3,689-72.7% | $3,262-69.1% | $4,762-78.8% |
| Participant deferral / active EE | $1,008 | $4,347-76.8% | $3,963-74.6% | $5,983-83.2% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |