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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 | $53,440 | $162,529-67.1% | $130,788-59.1% | $154,746-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.81% | 510.48%-503.7pp | 386.44%-379.6pp | 172.34%-165.5pp |
| Employer contribution / active EE | $2,900 | $4,447-34.8% | $3,558-18.5% | $4,379-33.8% |
| Participant deferral / active EE | $6,000 | $4,808+24.8% | $4,137+45.0% | $6,730-10.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |