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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 | $135,570 | $88,778+52.7% | $81,844+65.6% | $145,884-7.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.41% | 1033.03%-1028.6pp | 778.87%-774.5pp | 551.85%-547.4pp |
| Employer contribution / active EE | $5,735 | $3,087+85.8% | $2,916+96.6% | $4,662+23.0% |
| Participant deferral / active EE | $23,278 | $4,648+400.8% | $4,323+438.4% | $6,690+248.0% |
| Admin fee / account holder | $16 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |