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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 | $138,508 | $111,785+23.9% | $93,669+47.9% | $145,877-5.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.89% | 203.79%-200.9pp | 133.59%-130.7pp | 551.28%-548.4pp |
| Employer contribution / active EE | $4,724 | $3,096+52.6% | $2,424+94.9% | $4,663+1.3% |
| Participant deferral / active EE | $7,044 | $4,919+43.2% | $4,416+59.5% | $6,691+5.3% |
| Admin fee / account holder | $185 | $10,256-98.2% | $8,291-97.8% | $13,402-98.6% |