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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 | $207,327 | $157,270+31.8% | $141,173+46.9% | $152,870+35.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -5.10% | 64.33%-69.4pp | 71.40%-76.5pp | 345.34%-350.4pp |
| Employer contribution / active EE | $11,440 | $5,261+117.4% | $4,735+141.6% | $4,763+140.2% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |