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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 | $155,464 | $226,135-31.3% | $182,558-14.8% | $152,909+1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.12% | 192.60%-192.5pp | 148.59%-148.5pp | 345.46%-345.3pp |
| Employer contribution / active EE | $2,353 | $4,979-52.7% | $4,076-42.3% | $4,764-50.6% |
| Participant deferral / active EE | $13,280 | $6,371+108.5% | $5,526+140.3% | $5,851+127.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |