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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 | $27,993 | $76,634-63.5% | $56,054-50.1% | $145,978-80.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.51% | 3004.33%-3001.8pp | 1705.95%-1703.4pp | 550.52%-548.0pp |
| Employer contribution / active EE | $1,290 | $1,380-6.5% | $1,039+24.2% | $4,662-72.3% |
| Participant deferral / active EE | $10,167 | $2,622+287.7% | $1,952+420.8% | $6,690+52.0% |
| Admin fee / account holder | $154 | $3,321-95.4% | $2,822-94.6% | $13,400-98.9% |