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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 | $39,059 | $156,970-75.1% | $121,210-67.8% | $139,487-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.38% | 1477.10%-1476.7pp | 987.41%-987.0pp | 373.84%-373.5pp |
| Employer contribution / active EE | $1,620 | $5,546-70.8% | $4,171-61.2% | $4,755-65.9% |
| Participant deferral / active EE | $5,511 | $4,849+13.6% | $4,084+34.9% | $6,713-17.9% |
| Admin fee / account holder | $76 | $6,947-98.9% | $5,647-98.7% | $11,407-99.3% |