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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 | $234,317 | $209,428+11.9% | $178,498+31.3% | $158,950+47.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.22% | 188.78%-190.0pp | 151.09%-152.3pp | 302.91%-304.1pp |
| Employer contribution / active EE | $12,475 | $5,707+118.6% | $5,011+148.9% | $4,762+162.0% |
| Participant deferral / active EE | $9,040 | $5,955+51.8% | $5,202+73.8% | $5,983+51.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |