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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 | $204,091 | $209,874-2.8% | $189,537+7.7% | $167,536+21.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.41% | 748.61%-743.2pp | 555.34%-549.9pp | 478.82%-473.4pp |
| Employer contribution / active EE | $5,906 | $6,913-14.6% | $6,161-4.1% | $4,839+22.1% |
| Participant deferral / active EE | $21,463 | $8,934+140.3% | $8,220+161.1% | $6,342+238.4% |
| Admin fee / account holder | -$455 | $14,299-103.2% | $12,048-103.8% | $12,315-103.7% |