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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 | $30,674 | $111,785-72.6% | $93,669-67.3% | $145,877-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.25% | 203.79%-203.5pp | 133.59%-133.3pp | 551.28%-551.0pp |
| Employer contribution / active EE | $8,371 | $3,096+170.4% | $2,424+245.4% | $4,663+79.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |