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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 | $41,022 | $102,663-60.0% | $86,216-52.4% | $139,466-70.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 4.18% | 1924.52%-1920.3pp | 1169.42%-1165.2pp | 373.66%-369.5pp |
| Employer contribution / active EE | $3,232 | $3,035+6.5% | $2,382+35.7% | $4,754-32.0% |
| Participant deferral / active EE | $15,120 | $4,677+223.2% | $3,986+279.3% | $6,712+125.3% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |