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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 | $124,674 | $106,008+17.6% | $92,240+35.2% | $147,586-15.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.91% | 50.05%-44.1pp | 176.29%-170.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $15,308 | $4,333+253.2% | $3,680+316.0% | $4,876+213.9% |
| Participant deferral / active EE | $6,385 | $4,478+42.6% | $3,897+63.9% | $5,439+17.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |