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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 | $105,234 | $99,011+6.3% | $86,582+21.5% | $147,586-28.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.44% | 1312.75%-1305.3pp | 965.08%-957.6pp | 578.59%-571.2pp |
| Employer contribution / active EE | $4,095 | $3,132+30.7% | $2,839+44.2% | $4,876-16.0% |
| Participant deferral / active EE | $5,755 | $3,972+44.9% | $3,609+59.5% | $5,439+5.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |