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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 | $126,229 | $202,342-37.6% | $172,752-26.9% | $152,897-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.30% | 1029.83%-1022.5pp | 802.97%-795.7pp | 345.43%-338.1pp |
| Employer contribution / active EE | $19,401 | $5,858+231.2% | $5,144+277.1% | $4,764+307.3% |
| Participant deferral / active EE | $16,867 | $5,948+183.6% | $5,198+224.5% | $5,851+188.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |