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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 | $151,475 | $183,539-17.5% | $155,556-2.6% | $145,897+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.64% | 61.31%-60.7pp | 64.84%-64.2pp | 552.29%-551.6pp |
| Employer contribution / active EE | $15,790 | $5,315+197.1% | $4,675+237.7% | $4,663+238.6% |
| Participant deferral / active EE | $16,274 | $6,467+151.7% | $5,631+189.0% | $6,689+143.3% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |