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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 | $137,038 | $202,342-32.3% | $172,752-20.7% | $152,897-10.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.57% | 1029.83%-1019.3pp | 802.97%-792.4pp | 345.43%-334.9pp |
| Employer contribution / active EE | $8,422 | $5,858+43.8% | $5,144+63.7% | $4,764+76.8% |
| Participant deferral / active EE | $8,311 | $5,948+39.7% | $5,198+59.9% | $5,851+42.0% |
| Admin fee / account holder | $11 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |