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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 | $219,963 | $202,460+8.6% | $169,385+29.9% | $139,456+57.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.56% | 532.07%-527.5pp | 405.82%-401.3pp | 373.45%-368.9pp |
| Employer contribution / active EE | $15,840 | $4,691+237.7% | $4,012+294.9% | $4,753+233.3% |
| Participant deferral / active EE | $8,571 | $6,938+23.5% | $6,221+37.8% | $6,711+27.7% |
| Admin fee / account holder | $4 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |