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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 | $136,876 | $160,028-14.5% | $147,080-6.9% | $145,884-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.54% | 98.60%-98.1pp | 420.17%-419.6pp | 551.85%-551.3pp |
| Employer contribution / active EE | $31,297 | $5,286+492.1% | $4,933+534.4% | $4,662+571.3% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |