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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 | $58,521 | $107,353-45.5% | $92,903-37.0% | $152,885-61.7% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.5%+10.4pp |
| Annual return | 3.92% | 145.62%-141.7pp | 109.43%-105.5pp | 345.39%-341.5pp |
| Employer contribution / active EE | $4,643 | $4,222+10.0% | $3,653+27.1% | $4,763-2.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |