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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 | $84,341 | $175,231-51.9% | $149,696-43.7% | $139,466-39.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.16% | 166.77%-164.6pp | 134.46%-132.3pp | 373.66%-371.5pp |
| Employer contribution / active EE | $9,741 | $5,478+77.8% | $4,821+102.1% | $4,754+104.9% |
| Participant deferral / active EE | $12,458 | $6,521+91.0% | $5,682+119.2% | $6,712+85.6% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |