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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 | $123,285 | $107,363+14.8% | $92,909+32.7% | $152,897-19.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 1.84% | 145.63%-143.8pp | 109.44%-107.6pp | 345.43%-343.6pp |
| Employer contribution / active EE | $4,709 | $4,222+11.5% | $3,653+28.9% | $4,764-1.2% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |