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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 | $143,110 | $198,462-27.9% | $170,439-16.0% | $147,585-3.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.64% | 257.30%-252.7pp | 205.94%-201.3pp | 578.58%-573.9pp |
| Employer contribution / active EE | $11,410 | $6,184+84.5% | $5,433+110.0% | $4,876+134.0% |
| Participant deferral / active EE | $6,566 | $5,629+16.6% | $4,939+32.9% | $5,439+20.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |