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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 | $65,542 | $99,009-33.8% | $86,581-24.3% | $147,585-55.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.04% | 1312.70%-1309.7pp | 965.06%-962.0pp | 578.58%-575.5pp |
| Employer contribution / active EE | $7,653 | $3,132+144.3% | $2,840+169.5% | $4,876+56.9% |
| Participant deferral / active EE | $2,500 | $3,972-37.1% | $3,609-30.7% | $5,439-54.0% |
| Admin fee / account holder | $154 | $5,709-97.3% | $4,904-96.9% | $10,886-98.6% |