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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 | $197,687 | $165,361+19.5% | $149,715+32.0% | $158,950+24.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.77% | 348.24%-342.5pp | 276.66%-270.9pp | 302.91%-297.1pp |
| Employer contribution / active EE | $37,500 | $5,103+634.8% | $4,645+707.4% | $4,762+687.5% |
| Participant deferral / active EE | $22,750 | $7,182+216.8% | $6,842+232.5% | $5,983+280.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |