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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 | $224,471 | $72,071+211.5% | $68,368+228.3% | $137,256+63.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.52% | 353.14%-345.6pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $8,773 | $2,788+214.7% | $2,649+231.2% | $4,156+111.1% |
| Participant deferral / active EE | $32,875 | $4,410+645.5% | $4,123+697.4% | $6,407+413.1% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |