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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 | $126,537 | $88,754+42.6% | $81,820+54.7% | $145,877-13.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 8.79% | 1031.77%-1023.0pp | 777.93%-769.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,399 | $3,085-22.3% | $2,915-17.7% | $4,663-48.6% |
| Participant deferral / active EE | $6,417 | $4,648+38.1% | $4,323+48.5% | $6,691-4.1% |
| Admin fee / account holder | $18 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |