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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 | $43,928 | $100,911-56.5% | $90,440-51.4% | $158,966-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.66% | 1726.62%-1723.0pp | 1294.38%-1290.7pp | 302.95%-299.3pp |
| Employer contribution / active EE | $3,063 | $3,690-17.0% | $3,263-6.1% | $4,762-35.7% |
| Participant deferral / active EE | $4,884 | $4,348+12.3% | $3,964+23.2% | $5,983-18.4% |
| Admin fee / account holder | $3 | $6,507-99.9% | $5,615-99.9% | $11,250-100.0% |