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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 | $103,908 | $110,551-6.0% | $80,741+28.7% | $167,536-38.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 2.07% | 120.57%-118.5pp | 87.30%-85.2pp | 478.82%-476.7pp |
| Employer contribution / active EE | $10,412 | $1,543+574.9% | $1,160+797.5% | $4,839+115.2% |
| Participant deferral / active EE | $6,500 | $2,870+126.5% | $2,145+203.0% | $6,342+2.5% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |