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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 | $121,873 | $144,124-15.4% | $117,857+3.4% | $147,585-17.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 3.99% | 531.17%-527.2pp | 335.09%-331.1pp | 578.57%-574.6pp |
| Employer contribution / active EE | $7,857 | $4,897+60.5% | $3,786+107.5% | $4,876+61.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |