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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 | $181,106 | $99,031+82.9% | $86,597+109.1% | $147,585+22.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 3.43% | 1312.56%-1309.1pp | 964.96%-961.5pp | 578.57%-575.1pp |
| Employer contribution / active EE | $28,314 | $3,132+804.0% | $2,840+897.1% | $4,876+480.6% |
| Participant deferral / active EE | $15,700 | $3,972+295.2% | $3,609+335.1% | $5,439+188.7% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |