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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 | $45,422 | $132,634-65.8% | $115,768-60.8% | $137,256-66.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | -1.16% | 160.70%-161.9pp | 100.46%-101.6pp | 220.34%-221.5pp |
| Employer contribution / active EE | $840 | $3,360-75.0% | $2,940-71.4% | $4,156-79.8% |
| Participant deferral / active EE | $2,338 | $5,619-58.4% | $4,917-52.4% | $6,407-63.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |