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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 | $155,823 | $176,105-11.5% | $159,474-2.3% | $167,536-7.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.51% | 331.91%-328.4pp | 263.68%-260.2pp | 478.82%-475.3pp |
| Employer contribution / active EE | $17,579 | $5,299+231.8% | $4,831+263.9% | $4,839+263.3% |
| Participant deferral / active EE | $11,357 | $7,751+46.5% | $7,353+54.4% | $6,342+79.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |