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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 | $111,878-72.6% | $93,727-67.3% | $145,897-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.25% | 204.28%-204.0pp | 133.83%-133.6pp | 552.29%-552.0pp |
| Employer contribution / active EE | $8,371 | $3,092+170.7% | $2,421+245.7% | $4,663+79.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |