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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 | $128,474 | $150,446-14.6% | $136,297-5.7% | $147,585-12.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.72% | 1049.14%-1048.4pp | 5156.19%-5155.5pp | 578.58%-577.9pp |
| Employer contribution / active EE | $2,833 | $5,256-46.1% | $4,696-39.7% | $4,876-41.9% |
| Participant deferral / active EE | $4,738 | $6,631-28.5% | $6,247-24.2% | $5,439-12.9% |
| Admin fee / account holder | $136 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |