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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 | $41,144 | $73,546-44.1% | $63,018-34.7% | $147,586-72.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.19% | 175.56%-168.4pp | 87.62%-80.4pp | 578.59%-571.4pp |
| Employer contribution / active EE | $2,794 | $3,324-16.0% | $2,761+1.2% | $4,876-42.7% |
| Participant deferral / active EE | $2,823 | $4,185-32.5% | $3,330-15.2% | $5,439-48.1% |
| Admin fee / account holder | $10 | $5,956-99.8% | $3,601-99.7% | $10,886-99.9% |