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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 | $76,304 | $111,814-31.8% | $93,654-18.5% | $145,959-47.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 0.01% | 203.30%-203.3pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $875 | $3,092-71.7% | $2,421-63.9% | $4,661-81.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |