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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 | $240,670 | $129,737+85.5% | $119,126+102.0% | $154,746+55.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.54% | 379.08%-372.5pp | 282.11%-275.6pp | 172.34%-165.8pp |
| Employer contribution / active EE | $16,795 | $4,375+283.9% | $4,034+316.4% | $4,379+283.5% |
| Participant deferral / active EE | $11,711 | $5,842+100.5% | $5,318+120.2% | $6,730+74.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |