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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 | $44,216 | $63,342-30.2% | $92,235-52.1% | $70,131-37.0% |
| Participation rate | 95.6% | 68.7%+26.9pp | 76.5%+19.1pp | 69.5%+26.0pp |
| Annual return | 0.24% | 530.15%-529.9pp | 176.28%-176.0pp | 73.14%-72.9pp |
| Employer contribution / active EE | $6,889 | $2,471+178.8% | $3,679+87.2% | $2,342+194.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |