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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 | $127,250 | $165,399-23.1% | $149,745-15.0% | $158,982-20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.13% | 348.34%-343.2pp | 276.72%-271.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $16,953 | $5,105+232.1% | $4,646+264.9% | $4,763+255.9% |
| Participant deferral / active EE | $11,261 | $7,183+56.8% | $6,843+64.6% | $5,983+88.2% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |