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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 | $208,666 | $176,105+18.5% | $159,474+30.8% | $167,536+24.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.06% | 331.91%-327.9pp | 263.68%-259.6pp | 478.82%-474.8pp |
| Employer contribution / active EE | $27,433 | $5,299+417.7% | $4,831+467.9% | $4,839+466.9% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $25 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |