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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 | $88,702+52.8% | $81,780+65.8% | $145,978-7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.41% | 1029.12%-1024.7pp | 776.27%-771.9pp | 550.52%-546.1pp |
| Employer contribution / active EE | $5,735 | $3,084+85.9% | $2,914+96.8% | $4,662+23.0% |
| Participant deferral / active EE | $23,278 | $4,645+401.1% | $4,321+438.8% | $6,690+248.0% |
| Admin fee / account holder | $16 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |