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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 | $66,542 | $100,938-34.1% | $90,461-26.4% | $158,982-58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.56% | 1727.20%-1723.6pp | 1294.76%-1291.2pp | 302.99%-299.4pp |
| Employer contribution / active EE | $3,038 | $3,691-17.7% | $3,264-6.9% | $4,763-36.2% |
| Participant deferral / active EE | $2,533 | $4,350-41.8% | $3,964-36.1% | $5,983-57.7% |
| Admin fee / account holder | $202 | $6,510-96.9% | $5,617-96.4% | $11,252-98.2% |