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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 | $209,979 | $76,608+174.1% | $56,077+274.4% | $145,877+43.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 4.17% | 3009.59%-3005.4pp | 1709.28%-1705.1pp | 551.28%-547.1pp |
| Employer contribution / active EE | $1,214 | $1,382-12.1% | $1,040+16.7% | $4,663-74.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |