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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 | $220,875 | $144,130+53.2% | $117,861+87.4% | $147,586+49.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.17% | 531.20%-524.0pp | 335.11%-327.9pp | 578.59%-571.4pp |
| Employer contribution / active EE | $13,257 | $4,897+170.7% | $3,786+250.1% | $4,876+171.9% |
| Participant deferral / active EE | $9,791 | $5,316+84.2% | $4,482+118.4% | $5,439+80.0% |
| Admin fee / account holder | $133 | $10,887-98.8% | $8,021-98.3% | $10,886-98.8% |