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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 | $137,323 | $165,399-17.0% | $149,745-8.3% | $158,982-13.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.76% | 348.34%-341.6pp | 276.72%-270.0pp | 302.99%-296.2pp |
| Employer contribution / active EE | $3,955 | $5,105-22.5% | $4,646-14.9% | $4,763-17.0% |
| Participant deferral / active EE | $5,430 | $7,183-24.4% | $6,843-20.6% | $5,983-9.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |