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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 | $13,540 | $100,895-86.6% | $90,430-85.0% | $158,950-91.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 4.54% | 1725.54%-1721.0pp | 1293.73%-1289.2pp | 302.91%-298.4pp |
| Employer contribution / active EE | $1,478 | $3,689-59.9% | $3,262-54.7% | $4,762-69.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26 | $6,505-99.6% | $5,613-99.5% | $11,248-99.8% |