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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 | $190,360 | $160,070+18.9% | $147,117+29.4% | $145,897+30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $9,841 | $5,285+86.2% | $4,932+99.5% | $4,663+111.1% |
| Participant deferral / active EE | $8,356 | $8,419-0.8% | $8,065+3.6% | $6,689+24.9% |
| Admin fee / account holder | $294 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |