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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 | $153,648 | $176,120-12.8% | $159,487-3.7% | $167,553-8.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.80% | 331.95%-330.1pp | 263.71%-261.9pp | 478.89%-477.1pp |
| Employer contribution / active EE | $12,124 | $5,299+128.8% | $4,831+150.9% | $4,840+150.5% |
| Participant deferral / active EE | $7,075 | $7,752-8.7% | $7,354-3.8% | $6,343+11.5% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |