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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 | $88,710+52.8% | $81,783+65.8% | $145,959-7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.41% | 1027.26%-1022.8pp | 775.05%-770.6pp | 561.95%-557.5pp |
| Employer contribution / active EE | $5,735 | $3,083+86.0% | $2,913+96.9% | $4,661+23.0% |
| Participant deferral / active EE | $23,278 | $4,645+401.2% | $4,320+438.8% | $6,689+248.0% |
| Admin fee / account holder | $16 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |