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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 | $176,626 | $150,447+17.4% | $136,298+29.6% | $147,586+19.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.81% | 1049.15%-1039.3pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $8,235 | $5,256+56.7% | $4,696+75.4% | $4,876+68.9% |
| Participant deferral / active EE | $17,700 | $6,631+166.9% | $6,247+183.3% | $5,439+225.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |