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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 | $132,876 | $171,867-22.7% | $149,721-11.3% | $147,586-10.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.39% | 2113.36%-2106.0pp | 1501.67%-1494.3pp | 578.59%-571.2pp |
| Employer contribution / active EE | $15,830 | $6,275+152.3% | $5,444+190.8% | $4,876+224.6% |
| Participant deferral / active EE | $9,704 | $7,270+33.5% | $6,568+47.7% | $5,439+78.4% |
| Admin fee / account holder | $191 | $13,799-98.6% | $11,282-98.3% | $10,886-98.3% |