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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 | $35,133 | $111,814-68.6% | $93,654-62.5% | $145,959-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.79% | 203.30%-200.5pp | 133.34%-130.5pp | 561.95%-559.2pp |
| Employer contribution / active EE | $2,056 | $3,092-33.5% | $2,421-15.1% | $4,661-55.9% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $143 | $10,246-98.6% | $8,282-98.3% | $13,398-98.9% |