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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 | $53,722 | $109,872-51.1% | $98,483-45.5% | $167,536-67.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.40% | 1959.31%-1951.9pp | 1494.38%-1487.0pp | 478.82%-471.4pp |
| Employer contribution / active EE | $625 | $3,225-80.6% | $2,961-78.9% | $4,839-87.1% |
| Participant deferral / active EE | $10,560 | $4,673+126.0% | $4,276+146.9% | $6,342+66.5% |
| Admin fee / account holder | $191 | $6,757-97.2% | $5,953-96.8% | $12,315-98.5% |