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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 | $0 | $160,070-100.0% | $147,117-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 2.64% | 98.69%-96.1pp | 420.54%-417.9pp | 552.29%-549.7pp |
| Employer contribution / active EE | $2,830 | $5,285-46.5% | $4,932-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $8,692 | $8,419+3.2% | $8,065+7.8% | $6,689+29.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |