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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 | $76,785+173.5% | $56,441+272.0% | $145,959+43.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 4.17% | 3000.51%-2996.3pp | 1704.21%-1700.0pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,214 | $1,381-12.1% | $1,039+16.8% | $4,661-74.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |